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 | $77,672 | $103,376-24.9% | $87,100-10.8% | $152,861-49.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 11.02% | 28.10%-17.1pp | 28.19%-17.2pp | 345.32%-334.3pp |
| Employer contribution / active EE | $2,959 | $3,220-8.1% | $2,521+17.4% | $4,762-37.9% |
| Participant deferral / active EE | $6,508 | $4,778+36.2% | $4,049+60.8% | $5,850+11.2% |
| Admin fee / account holder | $22,360 | $12,205+83.2% | $7,497+198.3% | $11,596+92.8% |