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 | $59,510 | $77,314-23.0% | $177,989-66.6% | $80,856-26.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 18.88% | 18.09%+0.8pp | 294.48%-275.6pp | 35.59%-16.7pp |
| Employer contribution / active EE | $4,572 | $2,292+99.5% | $3,949+15.8% | $2,755+66.0% |
| Participant deferral / active EE | $9,380 | $4,411+112.7% | $6,276+49.5% | $4,296+118.3% |
| Admin fee / account holder | $7,572 | $7,191+5.3% | $10,363-26.9% | $6,918+9.4% |