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 | $66,376 | $57,541+15.4% | $95,745-30.7% | $75,163-11.7% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 15.79% | 34.93%-19.1pp | 28.35%-12.6pp | 160.62%-144.8pp |
| Employer contribution / active EE | $2,648 | $1,808+46.5% | $2,835-6.6% | $2,670-0.8% |
| Participant deferral / active EE | $5,767 | $3,074+87.6% | $4,245+35.9% | $4,125+39.8% |
| Admin fee / account holder | $4,338 | $4,099+5.8% | $5,678-23.6% | $5,651-23.2% |