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 | $55,560 | $77,314-28.1% | $177,989-68.8% | $80,856-31.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 11.37% | 18.09%-6.7pp | 294.48%-283.1pp | 35.59%-24.2pp |
| Employer contribution / active EE | $4,265 | $2,292+86.1% | $3,949+8.0% | $2,755+54.8% |
| Participant deferral / active EE | $3,748 | $4,411-15.0% | $6,276-40.3% | $4,296-12.7% |
| Admin fee / account holder | $673 | $7,191-90.6% | $10,363-93.5% | $6,918-90.3% |