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 | $77,492 | $127,065-39.0% | $113,168-31.5% | $142,382-45.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.96% | 24.03%-7.1pp | 24.27%-7.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,528 | $3,442-55.6% | $2,975-48.7% | $4,299-64.5% |
| Participant deferral / active EE | $3,610 | $5,716-36.9% | $5,107-29.3% | $6,507-44.5% |
| Admin fee / account holder | $525 | $15,736-96.7% | $12,068-95.6% | $12,624-95.8% |