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 | $65,480 | $93,571-30.0% | $135,903-51.8% | $75,163-12.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.67% | 30.90%-7.2pp | 68.23%-44.6pp | 160.62%-136.9pp |
| Employer contribution / active EE | $4,594 | $3,537+29.9% | $4,856-5.4% | $2,670+72.1% |
| Participant deferral / active EE | $11,170 | $6,404+74.4% | $7,758+44.0% | $4,125+170.8% |
| Admin fee / account holder | $23,173 | $6,975+232.2% | $10,762+115.3% | $5,651+310.1% |