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 | $67,258 | $165,912-59.5% | $122,332-45.0% | $147,584-54.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 10.81% | 34.55%-23.7pp | 30.27%-19.5pp | 578.55%-567.7pp |
| Employer contribution / active EE | $1,869 | $5,754-67.5% | $4,050-53.9% | $4,876-61.7% |
| Participant deferral / active EE | $2,812 | $4,005-29.8% | $3,287-14.4% | $5,439-48.3% |
| Admin fee / account holder | $1,412 | $7,424-81.0% | $5,478-74.2% | $10,885-87.0% |