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 | $62,206 | $93,571-33.5% | $135,903-54.2% | $75,163-17.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.61% | 30.90%-15.3pp | 68.23%-52.6pp | 160.62%-145.0pp |
| Employer contribution / active EE | $846 | $3,537-76.1% | $4,856-82.6% | $2,670-68.3% |
| Participant deferral / active EE | $3,503 | $6,404-45.3% | $7,758-54.8% | $4,125-15.1% |
| Admin fee / account holder | $723 | $6,975-89.6% | $10,762-93.3% | $5,651-87.2% |