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 | $65,613 | $60,349+8.7% | $74,183-11.6% | $62,891+4.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.36% | 21.37%-15.0pp | 17.74%-11.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $3,756 | $1,680+123.5% | $2,370+58.5% | $2,281+64.7% |
| Participant deferral / active EE | $3,386 | $2,856+18.6% | $3,550-4.6% | $3,203+5.7% |
| Admin fee / account holder | $781 | $4,261-81.7% | $5,586-86.0% | $4,296-81.8% |