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 | $68,295 | $104,664-34.7% | $85,682-20.3% | $167,490-59.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 14.20% | 21.45%-7.3pp | 21.49%-7.3pp | 478.56%-464.4pp |
| Employer contribution / active EE | $3,599 | $3,337+7.8% | $2,618+37.4% | $4,837-25.6% |
| Participant deferral / active EE | $8,162 | $4,824+69.2% | $3,923+108.1% | $6,341+28.7% |
| Admin fee / account holder | $369 | $10,032-96.3% | $6,873-94.6% | $12,309-97.0% |