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 | $65,325 | $110,257-40.8% | $96,544-32.3% | $139,434-53.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.73% | 26.32%-10.6pp | 25.84%-10.1pp | 372.94%-357.2pp |
| Employer contribution / active EE | $1,685 | $3,620-53.4% | $2,965-43.2% | $4,751-64.5% |
| Participant deferral / active EE | $4,207 | $5,548-24.2% | $4,851-13.3% | $6,710-37.3% |
| Admin fee / account holder | $3,419 | $11,591-70.5% | $8,252-58.6% | $11,403-70.0% |