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 | $63,681 | $135,952-53.2% | $123,892-48.6% | $273,961-76.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.50% | 56.63%-50.1pp | 47.52%-41.0pp | 41.45%-35.0pp |
| Employer contribution / active EE | $2,764 | $5,170-46.5% | $4,617-40.1% | $4,869-43.2% |
| Participant deferral / active EE | $5,934 | $6,343-6.4% | $5,984-0.8% | $5,287+12.2% |
| Admin fee / account holder | $7,220 | $9,817-26.5% | $8,357-13.6% | $10,132-28.7% |