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 | $57,511 | $64,324-10.6% | $118,925-51.6% | $79,858-28.0% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 12.32% | 86.45%-74.1pp | 35.88%-23.6pp | 31.71%-19.4pp |
| Employer contribution / active EE | $2,087 | $1,836+13.6% | $3,263-36.0% | $2,471-15.5% |
| Participant deferral / active EE | $4,204 | $2,824+48.9% | $4,265-1.4% | $3,740+12.4% |
| Admin fee / account holder | $3,488 | $4,040-13.7% | $6,581-47.0% | $5,306-34.3% |