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 | $58,958 | $65,365-9.8% | $92,893-36.5% | $72,985-19.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 23.05% | 42.10%-19.1pp | 109.41%-86.4pp | 81.00%-58.0pp |
| Employer contribution / active EE | $6,063 | $2,594+133.7% | $3,653+66.0% | $2,440+148.5% |
| Participant deferral / active EE | $2,498 | $3,128-20.2% | $4,236-41.0% | $3,607-30.8% |
| Admin fee / account holder | $2,166 | $4,251-49.0% | $5,794-62.6% | $5,124-57.7% |