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 | $78,004 | $116,175-32.9% | $93,606-16.7% | $152,861-49.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 24.01% | 35.96%-11.9pp | 32.76%-8.7pp | 345.32%-321.3pp |
| Employer contribution / active EE | $1,689 | $3,218-47.5% | $2,718-37.9% | $4,762-64.5% |
| Participant deferral / active EE | $4,345 | $4,603-5.6% | $4,069+6.8% | $5,850-25.7% |
| Admin fee / account holder | $15,286 | $10,748+42.2% | $7,888+93.8% | $11,596+31.8% |