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 | $70,887 | $211,958-66.6% | $169,463-58.2% | $135,375-47.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 7.72% | 3.26%+4.5pp | 1.83%+5.9pp | 519.73%-512.0pp |
| Employer contribution / active EE | $1,843 | $5,120-64.0% | $4,159-55.7% | $4,779-61.4% |
| Participant deferral / active EE | $12,579 | $6,075+107.1% | $5,277+138.4% | $5,609+124.3% |
| Admin fee / account holder | $852 | $11,471-92.6% | $9,109-90.6% | $10,827-92.1% |