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 | $60,188 | $90,503-33.5% | $78,689-23.5% | $273,961-78.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.92% | 75.60%-64.7pp | 62.18%-51.3pp | 41.45%-30.5pp |
| Employer contribution / active EE | $3,215 | $3,176+1.2% | $2,851+12.8% | $4,869-34.0% |
| Participant deferral / active EE | $5,794 | $3,901+48.5% | $3,517+64.8% | $5,287+9.6% |
| Admin fee / account holder | $2,964 | $5,263-43.7% | $4,510-34.3% | $10,132-70.7% |