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 | $70,225 | $99,341-29.3% | $84,750-17.1% | $273,961-74.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.66% | 22.93%-20.3pp | 22.78%-20.1pp | 41.45%-38.8pp |
| Employer contribution / active EE | $1,954 | $4,214-53.6% | $3,574-45.3% | $4,869-59.9% |
| Participant deferral / active EE | $2,975 | $4,269-30.3% | $3,712-19.8% | $5,287-43.7% |
| Admin fee / account holder | $12,053 | $6,644+81.4% | $5,332+126.0% | $10,132+19.0% |