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 | $70,751 | $110,257-35.8% | $96,544-26.7% | $139,434-49.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 24.04% | 26.32%-2.3pp | 25.84%-1.8pp | 372.94%-348.9pp |
| Employer contribution / active EE | $1,567 | $3,620-56.7% | $2,965-47.2% | $4,751-67.0% |
| Participant deferral / active EE | $4,545 | $5,548-18.1% | $4,851-6.3% | $6,710-32.3% |
| Admin fee / account holder | $30,627 | $11,591+164.2% | $8,252+271.1% | $11,403+168.6% |