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 | $57,004 | $77,419-26.4% | $69,455-17.9% | $152,861-62.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 17.65% | 39.06%-21.4pp | 28.97%-11.3pp | 345.32%-327.7pp |
| Employer contribution / active EE | $2,697 | $3,315-18.7% | $2,779-3.0% | $4,762-43.4% |
| Participant deferral / active EE | $2,774 | $4,414-37.2% | $3,535-21.5% | $5,850-52.6% |
| Admin fee / account holder | $667 | $6,207-89.2% | $3,839-82.6% | $11,596-94.2% |