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 | $63,874 | $85,022-24.9% | $70,515-9.4% | $139,434-54.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 11.78% | 30.38%-18.6pp | 32.77%-21.0pp | 372.94%-361.2pp |
| Employer contribution / active EE | $1,358 | $3,909-65.3% | $2,973-54.3% | $4,751-71.4% |
| Participant deferral / active EE | $3,467 | $5,890-41.1% | $4,567-24.1% | $6,710-48.3% |
| Admin fee / account holder | $1,105 | $8,906-87.6% | $6,412-82.8% | $11,403-90.3% |