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 | $54,657 | $109,881-50.3% | $150,045-63.6% | $84,808-35.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 20.20% | 28.25%-8.0pp | 62.55%-42.4pp | 40.90%-20.7pp |
| Employer contribution / active EE | $2,878 | $3,561-19.2% | $4,693-38.7% | $2,631+9.4% |
| Participant deferral / active EE | $3,555 | $6,636-46.4% | $7,997-55.5% | $4,212-15.6% |
| Admin fee / account holder | $754 | $8,568-91.2% | $13,435-94.4% | $7,344-89.7% |