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 | $72,263 | $81,248-11.1% | $155,509-53.5% | $80,856-10.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 23.37% | 33.31%-9.9pp | 64.67%-41.3pp | 35.59%-12.2pp |
| Employer contribution / active EE | $6,220 | $3,100+100.6% | $4,672+33.1% | $2,755+125.8% |
| Participant deferral / active EE | $15,199 | $3,452+340.4% | $5,626+170.1% | $4,296+253.8% |
| Admin fee / account holder | $22,353 | $7,997+179.5% | $15,912+40.5% | $6,918+223.1% |