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 | $59,559 | $45,035+32.2% | $62,995-5.5% | $70,131-15.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.48% | 18.76%-4.3pp | 87.57%-73.1pp | 73.14%-58.7pp |
| Employer contribution / active EE | $2,102 | $2,051+2.5% | $2,759-23.8% | $2,342-10.3% |
| Participant deferral / active EE | $2,028 | $2,465-17.7% | $3,329-39.1% | $3,332-39.1% |
| Admin fee / account holder | $1,049 | $2,834-63.0% | $3,600-70.9% | $4,645-77.4% |