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 | $59,832 | $65,041-8.0% | $90,951-34.2% | $79,858-25.1% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 15.98% | 30.45%-14.5pp | 134.60%-118.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,782 | $1,247+123.1% | $2,122+31.1% | $2,471+12.6% |
| Participant deferral / active EE | $7,843 | $2,512+212.2% | $3,373+132.5% | $3,740+109.7% |
| Admin fee / account holder | $5,170 | $4,536+14.0% | $5,959-13.2% | $5,306-2.6% |