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 | $66,051 | $93,170-29.1% | $100,534-34.3% | $84,808-22.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 17.41% | 47.13%-29.7pp | 32.66%-15.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $7,695 | $3,985+93.1% | $4,346+77.1% | $2,631+192.5% |
| Participant deferral / active EE | $4,185 | $5,699-26.6% | $6,144-31.9% | $4,212-0.6% |
| Admin fee / account holder | $4,835 | $7,382-34.5% | $7,654-36.8% | $7,344-34.2% |