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 | $81,002 | $122,239-33.7% | $184,203-56.0% | $74,495+8.7% |
| Participation rate | 83.3% | 85.5%-2.1pp | 86.8%-3.5pp | 67.2%+16.1pp |
| Annual return | 13.35% | 19.95%-6.6pp | 28.81%-15.5pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $3,105 | $4,537-31.6% | $6,427-51.7% | $2,623+18.4% |
| Participant deferral / active EE | $4,428 | $7,139-38.0% | $9,131-51.5% | $4,346+1.9% |
| Admin fee / account holder | $6,747 | $1,260+435.6% | $13,901-51.5% | $1,942+247.5% |