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 | $69,052 | $181,894-62.0% | $156,549-55.9% | $273,961-74.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,888 | $6,248-69.8% | $5,501-65.7% | $4,869-61.2% |
| Participant deferral / active EE | $4,024 | $5,550-27.5% | $4,871-17.4% | $5,287-23.9% |
| Admin fee / account holder | $456 | $15,559-97.1% | $13,027-96.5% | $10,132-95.5% |