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 | $61,236 | $104,974-41.7% | $95,585-35.9% | $142,382-57.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.09% | 210.33%-191.2pp | 38.56%-19.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,984 | $2,779-28.6% | $2,527-21.5% | $4,299-53.9% |
| Participant deferral / active EE | $4,266 | $4,352-2.0% | $4,023+6.1% | $6,507-34.4% |
| Admin fee / account holder | $6,068 | $6,386-5.0% | $6,127-1.0% | $12,624-51.9% |