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 | $62,078 | $88,707-30.0% | $74,183-16.3% | $273,961-77.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.04% | 11.94%-4.9pp | 17.74%-10.7pp | 41.45%-34.4pp |
| Employer contribution / active EE | $4,362 | $3,159+38.1% | $2,370+84.0% | $4,869-10.4% |
| Participant deferral / active EE | $6,215 | $4,212+47.6% | $3,550+75.1% | $5,287+17.6% |
| Admin fee / account holder | $452 | $8,717-94.8% | $5,586-91.9% | $10,132-95.5% |