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 | $55,479 | $45,035+23.2% | $62,995-11.9% | $70,131-20.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 13.34% | 18.76%-5.4pp | 87.57%-74.2pp | 73.14%-59.8pp |
| Employer contribution / active EE | $3,358 | $2,051+63.7% | $2,759+21.7% | $2,342+43.4% |
| Participant deferral / active EE | $1,776 | $2,465-27.9% | $3,329-46.6% | $3,332-46.7% |
| Admin fee / account holder | $3,029 | $2,834+6.9% | $3,600-15.9% | $4,645-34.8% |