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 | $69,427 | $127,065-45.4% | $113,168-38.7% | $142,382-51.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.83% | 24.03%-9.2pp | 24.27%-9.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,251 | $3,442-34.6% | $2,975-24.4% | $4,299-47.6% |
| Participant deferral / active EE | $5,538 | $5,716-3.1% | $5,107+8.4% | $6,507-14.9% |
| Admin fee / account holder | $2,823 | $15,736-82.1% | $12,068-76.6% | $12,624-77.6% |