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 | $71,959 | $108,172-33.5% | $77,482-7.1% | $158,922-54.7% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 10.21% | 31.67%-21.5pp | 54.79%-44.6pp | 302.83%-292.6pp |
| Employer contribution / active EE | $863 | $1,325-34.9% | $986-12.5% | $4,761-81.9% |
| Participant deferral / active EE | $5,114 | $2,456+108.2% | $1,861+174.8% | $5,982-14.5% |
| Admin fee / account holder | $3,301 | $3,708-11.0% | $2,858+15.5% | $11,246-70.6% |