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 | $71,492 | $83,477-14.4% | $125,175-42.9% | $72,985-2.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 23.05% | 25.78%-2.7pp | 43.79%-20.7pp | 81.00%-58.0pp |
| Employer contribution / active EE | $4,483 | $2,345+91.2% | $3,865+16.0% | $2,440+83.8% |
| Participant deferral / active EE | $6,902 | $3,585+92.5% | $4,937+39.8% | $3,607+91.3% |
| Admin fee / account holder | $5,736 | $5,517+4.0% | $9,702-40.9% | $5,124+11.9% |