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 | $58,145 | $65,365-11.0% | $92,893-37.4% | $72,985-20.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 20.40% | 42.10%-21.7pp | 109.41%-89.0pp | 81.00%-60.6pp |
| Employer contribution / active EE | $3,086 | $2,594+19.0% | $3,653-15.5% | $2,440+26.5% |
| Participant deferral / active EE | $4,382 | $3,128+40.1% | $4,236+3.4% | $3,607+21.5% |
| Admin fee / account holder | $3,021 | $4,251-28.9% | $5,794-47.9% | $5,124-41.0% |