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 | $59,945 | $71,050-15.6% | $93,606-36.0% | $80,856-25.9% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 12.72% | 11.26%+1.5pp | 133.20%-120.5pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,498 | $1,564-4.2% | $2,420-38.1% | $2,755-45.6% |
| Participant deferral / active EE | $2,866 | $4,034-28.9% | $4,411-35.0% | $4,296-33.3% |
| Admin fee / account holder | $8,684 | $6,945+25.0% | $8,285+4.8% | $6,918+25.5% |