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 | $60,082 | $74,927-19.8% | $101,794-41.0% | $84,808-29.2% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 27.36% | 18.70%+8.7pp | 30.53%-3.2pp | 40.90%-13.5pp |
| Employer contribution / active EE | $983 | $1,522-35.4% | $2,289-57.1% | $2,631-62.6% |
| Participant deferral / active EE | $3,753 | $3,099+21.1% | $4,084-8.1% | $4,212-10.9% |
| Admin fee / account holder | $3,366 | $6,514-48.3% | $8,777-61.7% | $7,344-54.2% |