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 | $74,382 | $68,719+8.2% | $91,541-18.7% | $84,808-12.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 15.92% | 19.12%-3.2pp | 20.50%-4.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $3,003 | $1,920+56.4% | $2,505+19.9% | $2,631+14.1% |
| Participant deferral / active EE | $5,191 | $3,136+65.5% | $4,008+29.5% | $4,212+23.2% |
| Admin fee / account holder | $1,836 | $5,786-68.3% | $6,956-73.6% | $7,344-75.0% |