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 | $64,172 | $109,359-41.3% | $162,163-60.4% | $72,985-12.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 18.01% | 25.46%-7.4pp | 115.59%-97.6pp | 81.00%-63.0pp |
| Employer contribution / active EE | $2,353 | $3,907-39.8% | $5,614-58.1% | $2,440-3.6% |
| Participant deferral / active EE | $3,497 | $5,481-36.2% | $7,298-52.1% | $3,607-3.1% |
| Admin fee / account holder | $3,160 | $7,972-60.4% | $10,843-70.9% | $5,124-38.3% |