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 | $71,236 | $101,724-30.0% | $164,813-56.8% | $80,856-11.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 11.33% | 16.72%-5.4pp | 69.93%-58.6pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,762 | $2,953-40.3% | $4,341-59.4% | $2,755-36.0% |
| Participant deferral / active EE | $2,621 | $4,477-41.5% | $6,031-56.5% | $4,296-39.0% |
| Admin fee / account holder | $1,394 | $8,227-83.1% | $12,690-89.0% | $6,918-79.9% |