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 | $66,738 | $79,449-16.0% | $189,557-64.8% | $85,850-22.3% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 16.08% | 18.45%-2.4pp | 64.17%-48.1pp | 318.53%-302.4pp |
| Employer contribution / active EE | $5,270 | $2,081+153.2% | $4,412+19.4% | $2,565+105.4% |
| Participant deferral / active EE | $4,841 | $4,051+19.5% | $6,174-21.6% | $3,952+22.5% |
| Admin fee / account holder | $5,318 | $5,377-1.1% | $9,807-45.8% | $6,260-15.1% |