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 | $61,626 | $104,251-40.9% | $91,001-32.3% | $147,584-58.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 14.49% | 27.06%-12.6pp | 4.60%+9.9pp | 578.55%-564.1pp |
| Employer contribution / active EE | $1,092 | $3,116-64.9% | $2,456-55.5% | $4,876-77.6% |
| Participant deferral / active EE | $2,502 | $4,195-40.4% | $3,547-29.5% | $5,439-54.0% |
| Admin fee / account holder | $4,290 | $8,948-52.1% | $5,417-20.8% | $10,885-60.6% |