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 | $55,075 | $84,233-34.6% | $170,442-67.7% | $70,131-21.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.04% | 23.06%-8.0pp | 205.93%-190.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $5,529 | $3,387+63.3% | $5,433+1.8% | $2,342+136.1% |
| Participant deferral / active EE | $5,079 | $3,086+64.6% | $4,939+2.8% | $3,332+52.4% |
| Admin fee / account holder | $5,886 | $5,698+3.3% | $13,880-57.6% | $4,645+26.7% |