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 | $66,897 | $83,477-19.9% | $125,175-46.6% | $72,985-8.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 20.92% | 25.78%-4.9pp | 43.79%-22.9pp | 81.00%-60.1pp |
| Employer contribution / active EE | $2,065 | $2,345-12.0% | $3,865-46.6% | $2,440-15.4% |
| Participant deferral / active EE | $5,258 | $3,585+46.7% | $4,937+6.5% | $3,607+45.8% |
| Admin fee / account holder | $2,093 | $5,517-62.1% | $9,702-78.4% | $5,124-59.2% |