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 | $59,208 | $110,257-46.3% | $96,544-38.7% | $139,434-57.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 10.85% | 26.32%-15.5pp | 25.84%-15.0pp | 372.94%-362.1pp |
| Employer contribution / active EE | $1,200 | $3,620-66.8% | $2,965-59.5% | $4,751-74.7% |
| Participant deferral / active EE | $1,920 | $5,548-65.4% | $4,851-60.4% | $6,710-71.4% |
| Admin fee / account holder | $1,164 | $11,591-90.0% | $8,252-85.9% | $11,403-89.8% |