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 | $59,547 | $135,952-56.2% | $123,892-51.9% | $273,961-78.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.02% | 56.63%-51.6pp | 47.52%-42.5pp | 41.45%-36.4pp |
| Employer contribution / active EE | $2,783 | $5,170-46.2% | $4,617-39.7% | $4,869-42.8% |
| Participant deferral / active EE | $2,633 | $6,343-58.5% | $5,984-56.0% | $5,287-50.2% |
| Admin fee / account holder | $7,938 | $9,817-19.1% | $8,357-5.0% | $10,132-21.7% |