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 | $66,326 | $60,892+8.9% | $82,389-19.5% | $84,808-21.8% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 14.44% | 37.29%-22.8pp | 28.67%-14.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,594 | $1,779+45.8% | $2,517+3.1% | $2,631-1.4% |
| Participant deferral / active EE | $4,879 | $3,179+53.5% | $4,155+17.4% | $4,212+15.8% |
| Admin fee / account holder | $1,821 | $5,467-66.7% | $7,231-74.8% | $7,344-75.2% |