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 | $59,980 | $201,272-70.2% | $184,203-67.4% | $145,922-58.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.88% | 29.00%-17.1pp | 28.81%-16.9pp | 561.29%-549.4pp |
| Employer contribution / active EE | $3,053 | $7,022-56.5% | $6,427-52.5% | $4,660-34.5% |
| Participant deferral / active EE | $3,375 | $9,806-65.6% | $9,131-63.0% | $6,688-49.5% |
| Admin fee / account holder | $2,742 | $16,364-83.2% | $13,901-80.3% | $13,397-79.5% |