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 | $75,272 | $76,552-1.7% | $123,892-39.2% | $62,891+19.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 32.24% | 18.68%+13.6pp | 47.52%-15.3pp | 20.14%+12.1pp |
| Employer contribution / active EE | $4,580 | $2,883+58.9% | $4,617-0.8% | $2,281+100.8% |
| Participant deferral / active EE | $5,660 | $4,840+16.9% | $5,984-5.4% | $3,203+76.7% |
| Admin fee / account holder | $9,439 | $4,826+95.6% | $8,357+12.9% | $4,296+119.7% |