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 3-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 | $61,612 | $85,022-27.5% | $70,515-12.6% | $139,434-55.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 15.62% | 30.38%-14.8pp | 32.77%-17.2pp | 372.94%-357.3pp |
| Employer contribution / active EE | $15,894 | $3,909+306.6% | $2,973+434.5% | $4,751+234.6% |
| Participant deferral / active EE | $7,961 | $5,890+35.2% | $4,567+74.3% | $6,710+18.6% |
| Admin fee / account holder | $2,374 | $8,906-73.3% | $6,412-63.0% | $11,403-79.2% |