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 | $70,208 | $148,978-52.9% | $200,582-65.0% | $84,808-17.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 22.01% | 28.16%-6.1pp | 42.33%-20.3pp | 40.90%-18.9pp |
| Employer contribution / active EE | $9,210 | $4,815+91.3% | $6,419+43.5% | $2,631+250.1% |
| Participant deferral / active EE | $9,756 | $7,142+36.6% | $9,331+4.5% | $4,212+131.6% |
| Admin fee / account holder | $2,317 | $13,977-83.4% | $16,305-85.8% | $7,344-68.5% |