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 | $65,368 | $109,881-40.5% | $150,045-56.4% | $84,808-22.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.29% | 28.25%-12.0pp | 62.55%-46.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,626 | $3,561-26.3% | $4,693-44.1% | $2,631-0.2% |
| Participant deferral / active EE | $6,093 | $6,636-8.2% | $7,997-23.8% | $4,212+44.7% |
| Admin fee / account holder | $13,859 | $8,568+61.8% | $13,435+3.2% | $7,344+88.7% |