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 | $74,527 | $89,355-16.6% | $141,162-47.2% | $72,985+2.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 25.05% | 111.85%-86.8pp | 71.39%-46.3pp | 81.00%-56.0pp |
| Employer contribution / active EE | $2,351 | $3,114-24.5% | $4,735-50.3% | $2,440-3.6% |
| Participant deferral / active EE | $5,909 | $5,418+9.1% | $6,709-11.9% | $3,607+63.8% |
| Admin fee / account holder | $2,798 | $5,958-53.0% | $10,261-72.7% | $5,124-45.4% |