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 | $57,464 | $106,515-46.1% | $96,683-40.6% | $139,434-58.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.06% | 38.43%-23.4pp | 35.69%-20.6pp | 372.94%-357.9pp |
| Employer contribution / active EE | $2,513 | $4,103-38.7% | $3,737-32.7% | $4,751-47.1% |
| Participant deferral / active EE | $9,060 | $5,454+66.1% | $4,878+85.7% | $6,710+35.0% |
| Admin fee / account holder | $9,639 | $7,877+22.4% | $6,730+43.2% | $11,403-15.5% |