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 | $70,609 | $127,264-44.5% | $109,895-35.7% | $167,490-57.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 8.82% | 22.97%-14.1pp | 29.45%-20.6pp | 478.56%-469.7pp |
| Employer contribution / active EE | $2,138 | $3,322-35.7% | $2,842-24.8% | $4,837-55.8% |
| Participant deferral / active EE | $3,698 | $4,514-18.1% | $4,048-8.7% | $6,341-41.7% |
| Admin fee / account holder | $3,637 | $7,114-48.9% | $6,066-40.0% | $12,309-70.5% |