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 | $64,135 | $116,175-44.8% | $93,606-31.5% | $152,861-58.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 23.38% | 35.96%-12.6pp | 32.76%-9.4pp | 345.32%-321.9pp |
| Employer contribution / active EE | $2,119 | $3,218-34.2% | $2,718-22.0% | $4,762-55.5% |
| Participant deferral / active EE | $6,514 | $4,603+41.5% | $4,069+60.1% | $5,850+11.4% |
| Admin fee / account holder | $465 | $10,748-95.7% | $7,888-94.1% | $11,596-96.0% |