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 | $64,507 | $180,028-64.2% | $138,135-53.3% | $158,922-59.4% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 9.87% | 21.68%-11.8pp | 20.51%-10.6pp | 302.83%-293.0pp |
| Employer contribution / active EE | $1,934 | $7,470-74.1% | $5,587-65.4% | $4,761-59.4% |
| Participant deferral / active EE | $3,904 | $7,717-49.4% | $6,431-39.3% | $5,982-34.7% |
| Admin fee / account holder | $6,100 | $17,912-65.9% | $11,856-48.5% | $11,246-45.8% |