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 6-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 | $63,041 | $106,584-40.9% | $101,326-37.8% | $142,382-55.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.29% | 36.93%-19.6pp | 36.82%-19.5pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,710 | $3,956-31.5% | $3,665-26.1% | $4,299-37.0% |
| Participant deferral / active EE | $6,529 | $8,297-21.3% | $7,994-18.3% | $6,507+0.3% |
| Admin fee / account holder | $1,001 | $11,446-91.3% | $11,185-91.0% | $12,624-92.1% |