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 | $72,769 | $149,679-51.4% | $117,039-37.8% | $147,584-50.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 13.22% | 19.31%-6.1pp | 18.95%-5.7pp | 578.55%-565.3pp |
| Employer contribution / active EE | $3,413 | $4,937-30.9% | $3,785-9.8% | $4,876-30.0% |
| Participant deferral / active EE | $5,314 | $4,912+8.2% | $3,929+35.2% | $5,439-2.3% |
| Admin fee / account holder | $6,060 | $7,856-22.9% | $5,974+1.4% | $10,885-44.3% |