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 | $71,285 | $91,037-21.7% | $71,671-0.5% | $147,584-51.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 21.18% | 20.48%+0.7pp | 20.65%+0.5pp | 578.55%-557.4pp |
| Employer contribution / active EE | $1,911 | $3,327-42.6% | $2,460-22.3% | $4,876-60.8% |
| Participant deferral / active EE | $2,389 | $4,498-46.9% | $3,438-30.5% | $5,439-56.1% |
| Admin fee / account holder | $580 | $8,613-93.3% | $5,558-89.6% | $10,885-94.7% |