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 | $67,982 | $228,332-70.2% | $185,823-63.4% | $158,922-57.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.36% | 40.80%-29.4pp | 35.95%-24.6pp | 302.83%-291.5pp |
| Employer contribution / active EE | $2,751 | $4,967-44.6% | $4,087-32.7% | $4,761-42.2% |
| Participant deferral / active EE | $2,122 | $6,415-66.9% | $5,632-62.3% | $5,982-64.5% |
| Admin fee / account holder | $12,886 | $11,864+8.6% | $9,500+35.6% | $11,246+14.6% |