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 | $66,981 | $177,572-62.3% | $154,803-56.7% | $142,382-53.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.99% | 65.07%-44.1pp | 58.88%-37.9pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,908 | $4,810-60.3% | $4,305-55.7% | $4,299-55.6% |
| Participant deferral / active EE | $4,981 | $6,272-20.6% | $5,540-10.1% | $6,507-23.5% |
| Admin fee / account holder | $13,577 | $16,786-19.1% | $14,329-5.2% | $12,624+7.6% |