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 | $64,691 | $124,281-47.9% | $109,143-40.7% | $167,490-61.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.12% | 26.04%-11.9pp | 25.75%-11.6pp | 478.56%-464.4pp |
| Employer contribution / active EE | $3,292 | $4,207-21.7% | $3,722-11.5% | $4,837-31.9% |
| Participant deferral / active EE | $4,966 | $5,255-5.5% | $4,653+6.7% | $6,341-21.7% |
| Admin fee / account holder | $624 | $7,970-92.2% | $6,752-90.8% | $12,309-94.9% |