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 | $55,519 | $140,588-60.5% | $123,104-54.9% | $125,391-55.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 1.51% | 16.80%-15.3pp | 13.22%-11.7pp | 282.22%-280.7pp |
| Employer contribution / active EE | $3,141 | $6,041-48.0% | $5,151-39.0% | $4,866-35.5% |
| Participant deferral / active EE | $4,453 | $6,980-36.2% | $6,230-28.5% | $5,352-16.8% |
| Admin fee / account holder | $974 | $11,198-91.3% | $9,015-89.2% | $9,540-89.8% |