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 | $63,528 | $84,233-24.6% | $170,442-62.7% | $70,131-9.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.25% | 23.06%-7.8pp | 205.93%-190.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $5,494 | $3,387+62.2% | $5,433+1.1% | $2,342+134.6% |
| Participant deferral / active EE | $3,502 | $3,086+13.5% | $4,939-29.1% | $3,332+5.1% |
| Admin fee / account holder | $1,044 | $5,698-81.7% | $13,880-92.5% | $4,645-77.5% |