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 | $58,950 | $58,512+0.7% | $84,015-29.8% | $72,985-19.2% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 19.05% | 28.93%-9.9pp | 71.31%-52.3pp | 81.00%-62.0pp |
| Employer contribution / active EE | $1,542 | $1,163+32.6% | $1,983-22.3% | $2,440-36.8% |
| Participant deferral / active EE | $3,289 | $2,394+37.4% | $3,239+1.6% | $3,607-8.8% |
| Admin fee / account holder | $1,322 | $4,569-71.1% | $6,101-78.3% | $5,124-74.2% |