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 | $62,021 | $98,240-36.9% | $82,313-24.7% | $147,584-58.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.03% | 30.85%-16.8pp | 25.88%-11.8pp | 578.55%-564.5pp |
| Employer contribution / active EE | $2,141 | $3,192-32.9% | $2,428-11.8% | $4,876-56.1% |
| Participant deferral / active EE | $3,094 | $4,383-29.4% | $3,706-16.5% | $5,439-43.1% |
| Admin fee / account holder | $3,474 | $8,563-59.4% | $5,608-38.0% | $10,885-68.1% |