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 | $66,095 | $53,127+24.4% | $86,590-23.7% | $70,131-5.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 13.99% | 27.66%-13.7pp | 964.84%-950.8pp | 73.14%-59.1pp |
| Employer contribution / active EE | $2,421 | $2,068+17.1% | $2,839-14.7% | $2,342+3.4% |
| Participant deferral / active EE | $4,624 | $2,696+71.5% | $3,609+28.1% | $3,332+38.8% |
| Admin fee / account holder | $2,475 | $3,585-31.0% | $4,906-49.6% | $4,645-46.7% |