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 | $63,132 | $71,050-11.1% | $93,606-32.6% | $80,856-21.9% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 14.59% | 11.26%+3.3pp | 133.20%-118.6pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,245 | $1,564-20.4% | $2,420-48.6% | $2,755-54.8% |
| Participant deferral / active EE | $2,932 | $4,034-27.3% | $4,411-33.5% | $4,296-31.7% |
| Admin fee / account holder | $412 | $6,945-94.1% | $8,285-95.0% | $6,918-94.1% |