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 | $75,912 | $127,264-40.4% | $109,895-30.9% | $167,490-54.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 11.77% | 22.97%-11.2pp | 29.45%-17.7pp | 478.56%-466.8pp |
| Employer contribution / active EE | $2,342 | $3,322-29.5% | $2,842-17.6% | $4,837-51.6% |
| Participant deferral / active EE | $5,157 | $4,514+14.2% | $4,048+27.4% | $6,341-18.7% |
| Admin fee / account holder | $5,807 | $7,114-18.4% | $6,066-4.3% | $12,309-52.8% |