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 | $61,531 | $87,540-29.7% | $75,781-18.8% | $125,391-50.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 17.77% | 13.48%+4.3pp | 9.68%+8.1pp | 282.22%-264.5pp |
| Employer contribution / active EE | $3,034 | $3,930-22.8% | $3,323-8.7% | $4,866-37.7% |
| Participant deferral / active EE | $8,400 | $4,229+98.6% | $3,651+130.0% | $5,352+57.0% |
| Admin fee / account holder | $858 | $6,502-86.8% | $5,299-83.8% | $9,540-91.0% |