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 | $57,713 | $52,279+10.4% | $89,391-35.4% | $79,858-27.7% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 13.75% | 22.16%-8.4pp | 245.62%-231.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $2,770 | $1,572+76.3% | $2,586+7.1% | $2,471+12.1% |
| Participant deferral / active EE | $5,067 | $2,740+84.9% | $3,890+30.3% | $3,740+35.5% |
| Admin fee / account holder | $3,116 | $3,356-7.1% | $4,881-36.2% | $5,306-41.3% |