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 | $80,225 | $99,985-19.8% | $146,665-45.3% | $85,850-6.6% |
| Participation rate | 98.1% | 73.1%+25.1pp | 80.1%+18.1pp | 69.3%+28.8pp |
| Annual return | 17.15% | 18.93%-1.8pp | 22.74%-5.6pp | 318.53%-301.4pp |
| Employer contribution / active EE | $1,416 | $2,559-44.7% | $4,136-65.8% | $2,565-44.8% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,405 | $7,702-42.8% | $10,280-57.1% | $6,260-29.6% |