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 | $71,144 | $135,952-47.7% | $123,892-42.6% | $273,961-74.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.39% | 56.63%-46.2pp | 47.52%-37.1pp | 41.45%-31.1pp |
| Employer contribution / active EE | $2,033 | $5,170-60.7% | $4,617-56.0% | $4,869-58.2% |
| Participant deferral / active EE | $3,693 | $6,343-41.8% | $5,984-38.3% | $5,287-30.2% |
| Admin fee / account holder | $14,906 | $9,817+51.8% | $8,357+78.4% | $10,132+47.1% |