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 | $61,703 | $95,803-35.6% | $113,168-45.5% | $84,808-27.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 17.13% | 25.00%-7.9pp | 24.27%-7.1pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,077 | $2,360-12.0% | $2,975-30.2% | $2,631-21.1% |
| Participant deferral / active EE | $3,965 | $4,242-6.5% | $5,107-22.4% | $4,212-5.9% |
| Admin fee / account holder | $1,698 | $8,989-81.1% | $12,068-85.9% | $7,344-76.9% |