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 | $60,754 | $89,355-32.0% | $141,162-57.0% | $72,985-16.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 28.50% | 111.85%-83.3pp | 71.39%-42.9pp | 81.00%-52.5pp |
| Employer contribution / active EE | $1,867 | $3,114-40.0% | $4,735-60.6% | $2,440-23.5% |
| Participant deferral / active EE | $3,633 | $5,418-32.9% | $6,709-45.8% | $3,607+0.7% |
| Admin fee / account holder | $3,672 | $5,958-38.4% | $10,261-64.2% | $5,124-28.3% |