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 | $59,785 | $81,248-26.4% | $155,509-61.6% | $80,856-26.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.98% | 33.31%-21.3pp | 64.67%-52.7pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,767 | $3,100-43.0% | $4,672-62.2% | $2,755-35.8% |
| Participant deferral / active EE | $5,699 | $3,452+65.1% | $5,626+1.3% | $4,296+32.7% |
| Admin fee / account holder | $15,218 | $7,997+90.3% | $15,912-4.4% | $6,918+120.0% |