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 9-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 | $81,003 | $149,734-45.9% | $118,925-31.9% | $158,922-49.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 7.52% | 19.95%-12.4pp | 35.88%-28.4pp | 302.83%-295.3pp |
| Employer contribution / active EE | $1,750 | $4,115-57.5% | $3,263-46.4% | $4,761-63.2% |
| Participant deferral / active EE | $5,000 | $5,223-4.3% | $4,265+17.2% | $5,982-16.4% |
| Admin fee / account holder | $745 | $8,603-91.3% | $6,581-88.7% | $11,246-93.4% |