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 | $51,645 | $81,248-36.4% | $155,509-66.8% | $80,856-36.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.87% | 33.31%-21.4pp | 64.67%-52.8pp | 35.59%-23.7pp |
| Employer contribution / active EE | $6,413 | $3,100+106.9% | $4,672+37.3% | $2,755+132.8% |
| Participant deferral / active EE | $5,818 | $3,452+68.6% | $5,626+3.4% | $4,296+35.4% |
| Admin fee / account holder | $1,036 | $7,997-87.0% | $15,912-93.5% | $6,918-85.0% |