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 | $60,488 | $65,365-7.5% | $92,893-34.9% | $72,985-17.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 19.90% | 42.10%-22.2pp | 109.41%-89.5pp | 81.00%-61.1pp |
| Employer contribution / active EE | $2,824 | $2,594+8.9% | $3,653-22.7% | $2,440+15.7% |
| Participant deferral / active EE | $2,077 | $3,128-33.6% | $4,236-51.0% | $3,607-42.4% |
| Admin fee / account holder | $20,585 | $4,251+384.2% | $5,794+255.3% | $5,124+301.7% |