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 | $75,782 | $117,983-35.8% | $101,794-25.6% | $142,382-46.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.89% | 36.92%-18.0pp | 30.53%-11.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,638 | $2,773-40.9% | $2,289-28.4% | $4,299-61.9% |
| Participant deferral / active EE | $3,115 | $4,714-33.9% | $4,084-23.7% | $6,507-52.1% |
| Admin fee / account holder | $446 | $10,433-95.7% | $8,777-94.9% | $12,624-96.5% |