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 | $58,246 | $67,411-13.6% | $91,001-36.0% | $70,131-16.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 13.01% | -40.16%+53.2pp | 4.60%+8.4pp | 73.14%-60.1pp |
| Employer contribution / active EE | $4,001 | $1,786+124.0% | $2,456+62.9% | $2,342+70.8% |
| Participant deferral / active EE | $3,097 | $2,823+9.7% | $3,547-12.7% | $3,332-7.1% |
| Admin fee / account holder | $1,798 | $4,236-57.6% | $5,417-66.8% | $4,645-61.3% |