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 | $76,092 | $135,952-44.0% | $123,892-38.6% | $273,961-72.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.47% | 56.63%-52.2pp | 47.52%-43.0pp | 41.45%-37.0pp |
| Employer contribution / active EE | $2,091 | $5,170-59.6% | $4,617-54.7% | $4,869-57.1% |
| Participant deferral / active EE | $4,800 | $6,343-24.3% | $5,984-19.8% | $5,287-9.2% |
| Admin fee / account holder | $3,163 | $9,817-67.8% | $8,357-62.1% | $10,132-68.8% |