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 | $77,273 | $176,812-56.3% | $146,665-47.3% | $167,490-53.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.72% | 24.03%-14.3pp | 22.74%-13.0pp | 478.56%-468.8pp |
| Employer contribution / active EE | $3,550 | $5,160-31.2% | $4,136-14.2% | $4,837-26.6% |
| Participant deferral / active EE | $5,712 | $6,440-11.3% | $5,506+3.7% | $6,341-9.9% |
| Admin fee / account holder | $2,826 | $13,259-78.7% | $10,280-72.5% | $12,309-77.0% |