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 | $61,729 | $80,717-23.5% | $154,803-60.1% | $84,808-27.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 18.55% | 37.96%-19.4pp | 58.88%-40.3pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,361 | $2,761-14.5% | $4,305-45.2% | $2,631-10.3% |
| Participant deferral / active EE | $4,420 | $3,303+33.8% | $5,540-20.2% | $4,212+4.9% |
| Admin fee / account holder | $1,205 | $6,746-82.1% | $14,329-91.6% | $7,344-83.6% |