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 | $66,553 | $83,337-20.1% | $67,834-1.9% | $273,961-75.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.44% | 259.45%-252.0pp | 138.47%-131.0pp | 41.45%-34.0pp |
| Employer contribution / active EE | $2,017 | $3,287-38.7% | $2,403-16.1% | $4,869-58.6% |
| Participant deferral / active EE | $3,221 | $4,088-21.2% | $3,160+2.0% | $5,287-39.1% |
| Admin fee / account holder | $5,449 | $6,752-19.3% | $4,622+17.9% | $10,132-46.2% |