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 | $57,914 | $91,552-36.7% | $133,956-56.8% | $79,858-27.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 18.87% | 61.85%-43.0pp | 45.09%-26.2pp | 31.71%-12.8pp |
| Employer contribution / active EE | $3,200 | $2,384+34.3% | $3,919-18.3% | $2,471+29.5% |
| Participant deferral / active EE | $7,319 | $3,733+96.0% | $5,048+45.0% | $3,740+95.7% |
| Admin fee / account holder | $4,928 | $6,321-22.0% | $8,927-44.8% | $5,306-7.1% |