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 | $66,511 | $76,552-13.1% | $123,892-46.3% | $62,891+5.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.51% | 18.68%-11.2pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $3,665 | $2,883+27.2% | $4,617-20.6% | $2,281+60.7% |
| Participant deferral / active EE | $4,329 | $4,840-10.5% | $5,984-27.7% | $3,203+35.2% |
| Admin fee / account holder | $15,762 | $4,826+226.6% | $8,357+88.6% | $4,296+266.9% |