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 | $58,450 | $81,248-28.1% | $155,509-62.4% | $80,856-27.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 19.64% | 33.31%-13.7pp | 64.67%-45.0pp | 35.59%-16.0pp |
| Employer contribution / active EE | $7,773 | $3,100+150.7% | $4,672+66.4% | $2,755+182.2% |
| Participant deferral / active EE | $3,312 | $3,452-4.1% | $5,626-41.1% | $4,296-22.9% |
| Admin fee / account holder | $2,568 | $7,997-67.9% | $15,912-83.9% | $6,918-62.9% |