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 | $66,011 | $71,050-7.1% | $93,606-29.5% | $80,856-18.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 13.85% | 11.26%+2.6pp | 133.20%-119.3pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,478 | $1,564+58.5% | $2,420+2.4% | $2,755-10.1% |
| Participant deferral / active EE | $5,708 | $4,034+41.5% | $4,411+29.4% | $4,296+32.9% |
| Admin fee / account holder | $4,657 | $6,945-32.9% | $8,285-43.8% | $6,918-32.7% |