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 | $63,744 | $106,584-40.2% | $101,326-37.1% | $142,382-55.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.93% | 36.93%-20.0pp | 36.82%-19.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,434 | $3,956-38.5% | $3,665-33.6% | $4,299-43.4% |
| Participant deferral / active EE | $6,790 | $8,297-18.2% | $7,994-15.1% | $6,507+4.3% |
| Admin fee / account holder | $1,021 | $11,446-91.1% | $11,185-90.9% | $12,624-91.9% |