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 | $57,410 | $89,753-36.0% | $107,525-46.6% | $84,808-32.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 17.07% | 29.48%-12.4pp | 181.32%-164.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,454 | $3,113-21.2% | $3,754-34.6% | $2,631-6.7% |
| Participant deferral / active EE | $5,413 | $4,056+33.5% | $5,116+5.8% | $4,212+28.5% |
| Admin fee / account holder | $1,205 | $7,222-83.3% | $8,919-86.5% | $7,344-83.6% |