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 | $57,133 | $49,227+16.1% | $70,449-18.9% | $79,858-28.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 7.29% | 30.06%-22.8pp | 109.03%-101.7pp | 31.71%-24.4pp |
| Employer contribution / active EE | $2,671 | $2,099+27.3% | $2,737-2.4% | $2,471+8.1% |
| Participant deferral / active EE | $3,834 | $2,768+38.5% | $3,709+3.4% | $3,740+2.5% |
| Admin fee / account holder | $1,912 | $2,878-33.6% | $3,845-50.3% | $5,306-64.0% |