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 | $60,838 | $45,073+35.0% | $69,455-12.4% | $72,985-16.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 23.26% | 22.65%+0.6pp | 28.97%-5.7pp | 81.00%-57.7pp |
| Employer contribution / active EE | $5,078 | $2,054+147.3% | $2,779+82.7% | $2,440+108.1% |
| Participant deferral / active EE | $3,375 | $2,602+29.7% | $3,535-4.6% | $3,607-6.5% |
| Admin fee / account holder | $2,378 | $3,056-22.2% | $3,839-38.1% | $5,124-53.6% |