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 | $68,256 | $78,672-13.2% | $109,143-37.5% | $85,850-20.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 12.59% | 25.09%-12.5pp | 25.75%-13.2pp | 318.53%-305.9pp |
| Employer contribution / active EE | $2,069 | $2,735-24.3% | $3,722-44.4% | $2,565-19.3% |
| Participant deferral / active EE | $3,646 | $3,467+5.2% | $4,653-21.6% | $3,952-7.7% |
| Admin fee / account holder | $6,948 | $5,469+27.0% | $6,752+2.9% | $6,260+11.0% |