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 | $64,568 | $127,100-49.2% | $105,738-38.9% | $135,375-52.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 12.33% | 4.49%+7.8pp | 6.27%+6.1pp | 519.73%-507.4pp |
| Employer contribution / active EE | $4,367 | $4,107+6.3% | $3,268+33.6% | $4,779-8.6% |
| Participant deferral / active EE | $4,367 | $5,064-13.8% | $4,080+7.0% | $5,609-22.1% |
| Admin fee / account holder | $1,569 | $9,087-82.7% | $6,913-77.3% | $10,827-85.5% |