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 | $62,221 | $57,354+8.5% | $83,848-25.8% | $64,186-3.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 7.02% | 11.38%-4.4pp | 850.88%-843.9pp | 7.63%-0.6pp |
| Employer contribution / active EE | $2,876 | $2,545+13.0% | $3,631-20.8% | $2,381+20.8% |
| Participant deferral / active EE | $2,168 | $2,993-27.6% | $4,082-46.9% | $3,470-37.5% |
| Admin fee / account holder | $2,972 | $4,046-26.5% | $5,478-45.7% | $4,888-39.2% |