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 | $64,475 | $154,117-58.2% | $129,995-50.4% | $139,434-53.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.65% | 32.48%-18.8pp | -137.18%+150.8pp | 372.94%-359.3pp |
| Employer contribution / active EE | $2,676 | $5,289-49.4% | $4,320-38.1% | $4,751-43.7% |
| Participant deferral / active EE | $3,931 | $6,710-41.4% | $5,820-32.5% | $6,710-41.4% |
| Admin fee / account holder | $2,179 | $14,007-84.4% | $10,614-79.5% | $11,403-80.9% |