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 | $63,081 | $58,523+7.8% | $99,443-36.6% | $72,985-13.6% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 26.44% | 28.51%-2.1pp | 30.72%-4.3pp | 81.00%-54.6pp |
| Employer contribution / active EE | $2,245 | $1,512+48.5% | $2,540-11.6% | $2,440-8.0% |
| Participant deferral / active EE | $5,624 | $2,606+115.8% | $3,619+55.4% | $3,607+55.9% |
| Admin fee / account holder | $5,177 | $4,102+26.2% | $6,250-17.2% | $5,124+1.0% |