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 | $53,867 | $109,881-51.0% | $150,045-64.1% | $84,808-36.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.89% | 28.25%-9.4pp | 62.55%-43.7pp | 40.90%-22.0pp |
| Employer contribution / active EE | $2,463 | $3,561-30.8% | $4,693-47.5% | $2,631-6.4% |
| Participant deferral / active EE | $7,882 | $6,636+18.8% | $7,997-1.4% | $4,212+87.2% |
| Admin fee / account holder | $10,068 | $8,568+17.5% | $13,435-25.1% | $7,344+37.1% |