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 | $56,385 | $56,053+0.6% | $75,972-25.8% | $80,856-30.3% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 26.97% | 20.53%+6.4pp | 359.55%-332.6pp | 35.59%-8.6pp |
| Employer contribution / active EE | $2,283 | $1,874+21.8% | $2,685-15.0% | $2,755-17.1% |
| Participant deferral / active EE | $4,083 | $3,052+33.8% | $4,255-4.1% | $4,296-5.0% |
| Admin fee / account holder | $1,739 | $5,234-66.8% | $6,467-73.1% | $6,918-74.9% |