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 | $63,757 | $140,940-54.8% | $112,229-43.2% | $139,434-54.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.13% | 32.71%-12.6pp | 30.20%-10.1pp | 372.94%-352.8pp |
| Employer contribution / active EE | $2,350 | $4,283-45.1% | $3,430-31.5% | $4,751-50.5% |
| Participant deferral / active EE | $4,313 | $5,874-26.6% | $4,798-10.1% | $6,710-35.7% |
| Admin fee / account holder | $8,547 | $9,954-14.1% | $7,748+10.3% | $11,403-25.0% |