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 | $66,223 | $70,475-6.0% | $100,516-34.1% | $79,858-17.1% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 12.72% | 21.90%-9.2pp | 30.89%-18.2pp | 31.71%-19.0pp |
| Employer contribution / active EE | $4,736 | $2,165+118.8% | $3,418+38.6% | $2,471+91.7% |
| Participant deferral / active EE | $6,795 | $5,181+31.2% | $6,270+8.4% | $3,740+81.7% |
| Admin fee / account holder | $1,549 | $4,478-65.4% | $8,081-80.8% | $5,306-70.8% |