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 | $72,351 | $142,405-49.2% | $115,157-37.2% | $152,861-52.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 22.28% | 41.48%-19.2pp | 35.60%-13.3pp | 345.32%-323.0pp |
| Employer contribution / active EE | $2,146 | $4,010-46.5% | $3,179-32.5% | $4,762-54.9% |
| Participant deferral / active EE | $6,701 | $5,164+29.8% | $4,168+60.8% | $5,850+14.5% |
| Admin fee / account holder | $323 | $8,462-96.2% | $7,088-95.4% | $11,596-97.2% |