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 | $67,100 | $62,672+7.1% | $185,117-63.8% | $70,131-4.3% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 19.20% | 40.79%-21.6pp | 40.50%-21.3pp | 73.14%-53.9pp |
| Employer contribution / active EE | $3,463 | $1,753+97.5% | $4,182-17.2% | $2,342+47.8% |
| Participant deferral / active EE | $4,657 | $3,272+42.3% | $5,045-7.7% | $3,332+39.8% |
| Admin fee / account holder | $460 | $3,932-88.3% | $8,159-94.4% | $4,645-90.1% |