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 | $76,487 | $74,927+2.1% | $101,794-24.9% | $84,808-9.8% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 15.43% | 18.70%-3.3pp | 30.53%-15.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $780 | $1,522-48.8% | $2,289-65.9% | $2,631-70.4% |
| Participant deferral / active EE | $5,748 | $3,099+85.5% | $4,084+40.7% | $4,212+36.5% |
| Admin fee / account holder | $50,686 | $6,514+678.1% | $8,777+477.5% | $7,344+590.2% |