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 | $66,289 | $54,762+21.0% | $90,281-26.6% | $72,985-9.2% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 16.67% | 30.63%-14.0pp | 78.10%-61.4pp | 81.00%-64.3pp |
| Employer contribution / active EE | $2,473 | $2,092+18.2% | $2,854-13.4% | $2,440+1.4% |
| Participant deferral / active EE | $4,543 | $2,887+57.3% | $3,885+16.9% | $3,607+25.9% |
| Admin fee / account holder | $4,545 | $3,972+14.4% | $5,351-15.1% | $5,124-11.3% |