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 | $73,191 | $142,405-48.6% | $115,157-36.4% | $152,861-52.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 14.55% | 41.48%-26.9pp | 35.60%-21.0pp | 345.32%-330.8pp |
| Employer contribution / active EE | $1,737 | $4,010-56.7% | $3,179-45.4% | $4,762-63.5% |
| Participant deferral / active EE | $3,826 | $5,164-25.9% | $4,168-8.2% | $5,850-34.6% |
| Admin fee / account holder | $915 | $8,462-89.2% | $7,088-87.1% | $11,596-92.1% |