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 | $65,861 | $83,477-21.1% | $125,175-47.4% | $72,985-9.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 25.61% | 25.78%-0.2pp | 43.79%-18.2pp | 81.00%-55.4pp |
| Employer contribution / active EE | $3,774 | $2,345+60.9% | $3,865-2.4% | $2,440+54.7% |
| Participant deferral / active EE | $8,639 | $3,585+140.9% | $4,937+75.0% | $3,607+139.5% |
| Admin fee / account holder | $3,752 | $5,517-32.0% | $9,702-61.3% | $5,124-26.8% |