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 | $72,670 | $111,754-35.0% | $103,333-29.7% | $145,922-50.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.31% | 24.77%-9.5pp | 24.88%-9.6pp | 561.29%-546.0pp |
| Employer contribution / active EE | $3,867 | $4,212-8.2% | $3,8680% | $4,660-17.0% |
| Participant deferral / active EE | $2,656 | $5,619-52.7% | $5,057-47.5% | $6,688-60.3% |
| Admin fee / account holder | $6,645 | $9,750-31.8% | $8,355-20.5% | $13,397-50.4% |