See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,804 | $118,427-44.4% | $66,042-0.4% | $142,382-53.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 12.42% | 35.57%-23.1pp | 52.11%-39.7pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,426 | $2,570-5.6% | $1,579+53.6% | $4,299-43.6% |
| Participant deferral / active EE | $2,692 | $4,311-37.6% | $2,835-5.1% | $6,507-58.6% |
| Admin fee / account holder | $3,478 | $9,593-63.7% | $5,747-39.5% | $12,624-72.5% |