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 | $60,089 | $71,050-15.4% | $93,606-35.8% | $80,856-25.7% |
| Participation rate | 91.8% | 60.4%+31.4pp | 68.7%+23.1pp | 67.6%+24.2pp |
| Annual return | 18.21% | 11.26%+6.9pp | 133.20%-115.0pp | 35.59%-17.4pp |
| Employer contribution / active EE | $2,041 | $1,564+30.5% | $2,420-15.7% | $2,755-25.9% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,411-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,806 | $6,945-59.6% | $8,285-66.1% | $6,918-59.4% |