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 | $55,211 | $148,978-62.9% | $200,582-72.5% | $84,808-34.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 22.33% | 28.16%-5.8pp | 42.33%-20.0pp | 40.90%-18.6pp |
| Employer contribution / active EE | $2,693 | $4,815-44.1% | $6,419-58.0% | $2,631+2.4% |
| Participant deferral / active EE | $4,213 | $7,142-41.0% | $9,331-54.9% | $4,2120% |
| Admin fee / account holder | $6,561 | $13,977-53.1% | $16,305-59.8% | $7,344-10.7% |