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 | $65,644 | $54,762+19.9% | $90,281-27.3% | $72,985-10.1% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 18.02% | 30.63%-12.6pp | 78.10%-60.1pp | 81.00%-63.0pp |
| Employer contribution / active EE | $4,303 | $2,092+105.6% | $2,854+50.7% | $2,440+76.4% |
| Participant deferral / active EE | $1,093 | $2,887-62.1% | $3,885-71.9% | $3,607-69.7% |
| Admin fee / account holder | $369 | $3,972-90.7% | $5,351-93.1% | $5,124-92.8% |