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 | $65,760 | $127,777-48.5% | $106,548-38.3% | $167,490-60.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 12.26% | 33.87%-21.6pp | 26.80%-14.5pp | 478.56%-466.3pp |
| Employer contribution / active EE | $2,030 | $3,427-40.8% | $2,819-28.0% | $4,837-58.0% |
| Participant deferral / active EE | $4,974 | $5,087-2.2% | $4,398+13.1% | $6,341-21.6% |
| Admin fee / account holder | $619 | $11,228-94.5% | $7,407-91.6% | $12,309-95.0% |