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 | $64,033 | $53,777+19.1% | $134,143-52.3% | $79,858-19.8% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 10.62% | 19.01%-8.4pp | 36.33%-25.7pp | 31.71%-21.1pp |
| Employer contribution / active EE | $3,186 | $1,321+141.1% | $3,704-14.0% | $2,471+29.0% |
| Participant deferral / active EE | $7,325 | $2,420+202.7% | $3,499+109.4% | $3,740+95.9% |
| Admin fee / account holder | $1,149 | $3,984-71.2% | $6,684-82.8% | $5,306-78.3% |