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 | $69,291 | $98,240-29.5% | $82,313-15.8% | $147,584-53.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.21% | 30.85%-13.6pp | 25.88%-8.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,893 | $3,192-40.7% | $2,428-22.1% | $4,876-61.2% |
| Participant deferral / active EE | $6,717 | $4,383+53.2% | $3,706+81.2% | $5,439+23.5% |
| Admin fee / account holder | $3,698 | $8,563-56.8% | $5,608-34.1% | $10,885-66.0% |