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 | $59,980 | $113,339-47.1% | $94,993-36.9% | $147,584-59.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 9.11% | 20.77%-11.7pp | 27.12%-18.0pp | 578.55%-569.4pp |
| Employer contribution / active EE | $2,398 | $3,160-24.1% | $2,603-7.9% | $4,876-50.8% |
| Participant deferral / active EE | $2,340 | $3,777-38.1% | $3,317-29.5% | $5,439-57.0% |
| Admin fee / account holder | $1,851 | $6,063-69.5% | $4,960-62.7% | $10,885-83.0% |