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 | $62,064 | $79,944-22.4% | $98,439-37.0% | $75,163-17.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 18.13% | 19.75%-1.6pp | 21.16%-3.0pp | 160.62%-142.5pp |
| Employer contribution / active EE | $4,106 | $2,264+81.4% | $3,048+34.7% | $2,670+53.8% |
| Participant deferral / active EE | $4,878 | $3,752+30.0% | $4,738+3.0% | $4,125+18.3% |
| Admin fee / account holder | $1,898 | $6,840-72.2% | $8,948-78.8% | $5,651-66.4% |