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 | $67,349 | $57,541+17.0% | $95,745-29.7% | $75,163-10.4% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 16.60% | 34.93%-18.3pp | 28.35%-11.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $5,627 | $1,808+211.3% | $2,835+98.5% | $2,670+110.8% |
| Participant deferral / active EE | $4,874 | $3,074+58.6% | $4,245+14.8% | $4,125+18.2% |
| Admin fee / account holder | $8,692 | $4,099+112.1% | $5,678+53.1% | $5,651+53.8% |