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 | $69,551 | $77,314-10.0% | $177,989-60.9% | $80,856-14.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 24.88% | 18.09%+6.8pp | 294.48%-269.6pp | 35.59%-10.7pp |
| Employer contribution / active EE | $2,212 | $2,292-3.5% | $3,949-44.0% | $2,755-19.7% |
| Participant deferral / active EE | $4,544 | $4,411+3.0% | $6,276-27.6% | $4,296+5.8% |
| Admin fee / account holder | $804 | $7,191-88.8% | $10,363-92.2% | $6,918-88.4% |