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 | $70,582 | $113,935-38.1% | $94,224-25.1% | $125,391-43.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 13.32% | 5.29%+8.0pp | 10.68%+2.6pp | 282.22%-268.9pp |
| Employer contribution / active EE | $3,763 | $4,727-20.4% | $3,587+4.9% | $4,866-22.7% |
| Participant deferral / active EE | $5,719 | $5,179+10.4% | $4,320+32.4% | $5,352+6.9% |
| Admin fee / account holder | $2,527 | $8,391-69.9% | $6,269-59.7% | $9,540-73.5% |