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 | $65,176 | $111,754-41.7% | $103,333-36.9% | $145,922-55.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.60% | 24.77%-10.2pp | 24.88%-10.3pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,425 | $4,212-42.4% | $3,868-37.3% | $4,660-48.0% |
| Participant deferral / active EE | $4,220 | $5,619-24.9% | $5,057-16.6% | $6,688-36.9% |
| Admin fee / account holder | $878 | $9,750-91.0% | $8,355-89.5% | $13,397-93.4% |