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 | $72,416 | $35,183+105.8% | $73,545-1.5% | $70,131+3.3% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 24.25% | 26.90%-2.7pp | -15.16%+39.4pp | 73.14%-48.9pp |
| Employer contribution / active EE | $799 | $709+12.8% | $1,219-34.4% | $2,342-65.9% |
| Participant deferral / active EE | $1,872 | $1,220+53.5% | $1,806+3.7% | $3,332-43.8% |
| Admin fee / account holder | $675 | $2,302-70.7% | $2,320-70.9% | $4,645-85.5% |