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 | $61,343 | $59,101+3.8% | $77,163-20.5% | $75,163-18.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 13.62% | 26.71%-13.1pp | 37.87%-24.3pp | 160.62%-147.0pp |
| Employer contribution / active EE | $4,001 | $1,995+100.5% | $2,535+57.8% | $2,670+49.9% |
| Participant deferral / active EE | $2,913 | $2,999-2.9% | $3,833-24.0% | $4,125-29.4% |
| Admin fee / account holder | $5,775 | $4,774+21.0% | $5,472+5.5% | $5,651+2.2% |