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 | $70,761 | $65,041+8.8% | $90,951-22.2% | $79,858-11.4% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 12.49% | 30.45%-18.0pp | 134.60%-122.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $4,206 | $1,247+237.2% | $2,122+98.2% | $2,471+70.2% |
| Participant deferral / active EE | $2,215 | $2,512-11.8% | $3,373-34.3% | $3,740-40.8% |
| Admin fee / account holder | $1,365 | $4,536-69.9% | $5,959-77.1% | $5,306-74.3% |