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 | $60,192 | $117,841-48.9% | $102,423-41.2% | $145,922-58.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.97% | 31.65%-16.7pp | 29.32%-14.4pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,695 | $3,615-53.1% | $3,023-43.9% | $4,660-63.6% |
| Participant deferral / active EE | $2,162 | $5,731-62.3% | $5,053-57.2% | $6,688-67.7% |
| Admin fee / account holder | $322 | $13,326-97.6% | $9,451-96.6% | $13,397-97.6% |