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 | $62,884 | $94,625-33.5% | $116,228-45.9% | $84,808-25.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 21.73% | 20.40%+1.3pp | 90.06%-68.3pp | 40.90%-19.2pp |
| Employer contribution / active EE | $2,376 | $2,347+1.3% | $2,994-20.6% | $2,631-9.7% |
| Participant deferral / active EE | $4,089 | $3,972+3.0% | $4,953-17.4% | $4,212-2.9% |
| Admin fee / account holder | $1,844 | $10,091-81.7% | $11,989-84.6% | $7,344-74.9% |