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 | $74,540 | $90,503-17.6% | $78,689-5.3% | $273,961-72.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 12.43% | 75.60%-63.2pp | 62.18%-49.7pp | 41.45%-29.0pp |
| Employer contribution / active EE | $1,348 | $3,176-57.6% | $2,851-52.7% | $4,869-72.3% |
| Participant deferral / active EE | $3,201 | $3,901-18.0% | $3,517-9.0% | $5,287-39.5% |
| Admin fee / account holder | $346 | $5,263-93.4% | $4,510-92.3% | $10,132-96.6% |