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 | $63,108 | $39,122+61.3% | $57,179+10.4% | $62,891+0.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.07% | 9.23%-3.2pp | 14.59%-8.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $2,805 | $1,874+49.6% | $2,682+4.6% | $2,281+23.0% |
| Participant deferral / active EE | $3,833 | $2,374+61.5% | $3,096+23.8% | $3,203+19.7% |
| Admin fee / account holder | $875 | $2,592-66.2% | $3,139-72.1% | $4,296-79.6% |