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 | $68,411 | $117,983-42.0% | $101,794-32.8% | $142,382-52.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.93% | 36.92%-21.0pp | 30.53%-14.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,649 | $2,773-40.5% | $2,289-27.9% | $4,299-61.6% |
| Participant deferral / active EE | $2,342 | $4,714-50.3% | $4,084-42.6% | $6,507-64.0% |
| Admin fee / account holder | $917 | $10,433-91.2% | $8,777-89.6% | $12,624-92.7% |