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 | $58,118 | $52,580+10.5% | $71,671-18.9% | $70,131-17.1% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 13.49% | 20.25%-6.8pp | 20.65%-7.2pp | 73.14%-59.7pp |
| Employer contribution / active EE | $2,823 | $1,616+74.7% | $2,460+14.8% | $2,342+20.5% |
| Participant deferral / active EE | $2,812 | $2,386+17.8% | $3,438-18.2% | $3,332-15.6% |
| Admin fee / account holder | $1,435 | $3,653-60.7% | $5,558-74.2% | $4,645-69.1% |