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 | $76,704 | $54,762+40.1% | $90,281-15.0% | $72,985+5.1% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 19.93% | 30.63%-10.7pp | 78.10%-58.2pp | 81.00%-61.1pp |
| Employer contribution / active EE | $3,706 | $2,092+77.1% | $2,854+29.8% | $2,440+51.9% |
| Participant deferral / active EE | $5,213 | $2,887+80.6% | $3,885+34.2% | $3,607+44.5% |
| Admin fee / account holder | $2,713 | $3,972-31.7% | $5,351-49.3% | $5,124-47.1% |