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 | $61,173 | $181,894-66.4% | $156,549-60.9% | $273,961-77.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.20% | 30.74%-23.5pp | 32.23%-25.0pp | 41.45%-34.2pp |
| Employer contribution / active EE | $2,814 | $6,248-55.0% | $5,501-48.8% | $4,869-42.2% |
| Participant deferral / active EE | $4,212 | $5,550-24.1% | $4,871-13.5% | $5,287-20.3% |
| Admin fee / account holder | $630 | $15,559-95.9% | $13,027-95.2% | $10,132-93.8% |