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 | $60,566 | $81,460-25.6% | $103,333-41.4% | $80,856-25.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.95% | 25.55%-14.6pp | 24.88%-13.9pp | 35.59%-24.6pp |
| Employer contribution / active EE | $3,145 | $3,105+1.3% | $3,868-18.7% | $2,755+14.2% |
| Participant deferral / active EE | $3,876 | $3,869+0.2% | $5,057-23.4% | $4,296-9.8% |
| Admin fee / account holder | $1,034 | $6,566-84.2% | $8,355-87.6% | $6,918-85.0% |