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 | $58,326 | $117,841-50.5% | $102,423-43.1% | $145,922-60.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.41% | 31.65%-18.2pp | 29.32%-15.9pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,554 | $3,615-29.3% | $3,023-15.5% | $4,660-45.2% |
| Participant deferral / active EE | $6,429 | $5,731+12.2% | $5,053+27.2% | $6,688-3.9% |
| Admin fee / account holder | $2,343 | $13,326-82.4% | $9,451-75.2% | $13,397-82.5% |