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 | $61,333 | $48,076+27.6% | $78,689-22.1% | $62,891-2.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.68% | 31.35%-23.7pp | 62.18%-54.5pp | 20.14%-12.5pp |
| Employer contribution / active EE | $8,119 | $2,015+303.0% | $2,851+184.8% | $2,281+256.0% |
| Participant deferral / active EE | $4,362 | $2,588+68.6% | $3,517+24.0% | $3,203+36.2% |
| Admin fee / account holder | $990 | $3,207-69.1% | $4,510-78.0% | $4,296-76.9% |