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 | $60,444 | $72,492-16.6% | $87,100-30.6% | $72,985-17.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.46% | 24.46%-4.0pp | 28.19%-7.7pp | 81.00%-60.5pp |
| Employer contribution / active EE | $2,016 | $1,894+6.5% | $2,521-20.0% | $2,440-17.4% |
| Participant deferral / active EE | $3,221 | $3,270-1.5% | $4,049-20.4% | $3,607-10.7% |
| Admin fee / account holder | $3,672 | $5,055-27.4% | $7,497-51.0% | $5,124-28.3% |