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 | $67,226 | $24,730+171.8% | $66,042+1.8% | $84,808-20.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 68.3%+31.7pp |
| Annual return | 15.85% | 79.55%-63.7pp | 52.11%-36.3pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,033 | $857+137.3% | $1,579+28.7% | $2,631-22.7% |
| Participant deferral / active EE | $4,026 | $1,737+131.8% | $2,835+42.0% | $4,212-4.4% |
| Admin fee / account holder | $1,873 | $3,014-37.8% | $5,747-67.4% | $7,344-74.5% |