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 | $64,635 | $81,460-20.7% | $103,333-37.5% | $80,856-20.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.52% | 25.55%-15.0pp | 24.88%-14.4pp | 35.59%-25.1pp |
| Employer contribution / active EE | $12,888 | $3,105+315.0% | $3,868+233.2% | $2,755+367.8% |
| Participant deferral / active EE | $3,120 | $3,869-19.4% | $5,057-38.3% | $4,296-27.4% |
| Admin fee / account holder | $565 | $6,566-91.4% | $8,355-93.2% | $6,918-91.8% |