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 | $59,844 | $65,365-8.4% | $92,893-35.6% | $72,985-18.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 20.51% | 42.10%-21.6pp | 109.41%-88.9pp | 81.00%-60.5pp |
| Employer contribution / active EE | $6,533 | $2,594+151.8% | $3,653+78.8% | $2,440+167.7% |
| Participant deferral / active EE | $6,335 | $3,128+102.5% | $4,236+49.6% | $3,607+75.6% |
| Admin fee / account holder | $11,982 | $4,251+181.8% | $5,794+106.8% | $5,124+133.8% |