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 | $59,143 | $65,365-9.5% | $92,893-36.3% | $72,985-19.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 28.96% | 42.10%-13.1pp | 109.41%-80.5pp | 81.00%-52.0pp |
| Employer contribution / active EE | $1,495 | $2,594-42.4% | $3,653-59.1% | $2,440-38.7% |
| Participant deferral / active EE | $3,093 | $3,128-1.1% | $4,236-27.0% | $3,607-14.3% |
| Admin fee / account holder | $4,707 | $4,251+10.7% | $5,794-18.8% | $5,124-8.1% |