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 | $61,267 | $57,541+6.5% | $95,745-36.0% | $75,163-18.5% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 17.69% | 34.93%-17.2pp | 28.35%-10.7pp | 160.62%-142.9pp |
| Employer contribution / active EE | $3,119 | $1,808+72.5% | $2,835+10.0% | $2,670+16.8% |
| Participant deferral / active EE | $2,290 | $3,074-25.5% | $4,245-46.1% | $4,125-44.5% |
| Admin fee / account holder | $6,048 | $4,099+47.6% | $5,678+6.5% | $5,651+7.0% |