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 | $63,468 | $105,931-40.1% | $81,930-22.5% | $158,922-60.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 9.90% | 38.17%-28.3pp | 29.49%-19.6pp | 302.83%-292.9pp |
| Employer contribution / active EE | $1,342 | $7,800-82.8% | $4,310-68.9% | $4,761-71.8% |
| Participant deferral / active EE | $1,698 | $13,003-86.9% | $7,107-76.1% | $5,982-71.6% |
| Admin fee / account holder | $9,847 | $8,489+16.0% | $5,158+90.9% | $11,246-12.4% |