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 | $74,642 | $154,117-51.6% | $129,995-42.6% | $139,434-46.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.16% | 32.48%-19.3pp | -137.18%+150.3pp | 372.94%-359.8pp |
| Employer contribution / active EE | $1,700 | $5,289-67.9% | $4,320-60.7% | $4,751-64.2% |
| Participant deferral / active EE | $1,950 | $6,710-70.9% | $5,820-66.5% | $6,710-70.9% |
| Admin fee / account holder | $484 | $14,007-96.5% | $10,614-95.4% | $11,403-95.8% |