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 | $51,254 | $45,035+13.8% | $62,995-18.6% | $70,131-26.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 21.12% | 18.76%+2.4pp | 87.57%-66.4pp | 73.14%-52.0pp |
| Employer contribution / active EE | $544 | $2,051-73.5% | $2,759-80.3% | $2,342-76.8% |
| Participant deferral / active EE | $5,507 | $2,465+123.4% | $3,329+65.4% | $3,332+65.3% |
| Admin fee / account holder | $1,199 | $2,834-57.7% | $3,600-66.7% | $4,645-74.2% |