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 | $58,403 | $39,122+49.3% | $57,179+2.1% | $62,891-7.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 15.15% | 9.23%+5.9pp | 14.59%+0.6pp | 20.14%-5.0pp |
| Employer contribution / active EE | $2,642 | $1,874+41.0% | $2,682-1.5% | $2,281+15.8% |
| Participant deferral / active EE | $3,998 | $2,374+68.4% | $3,096+29.1% | $3,203+24.8% |
| Admin fee / account holder | $3,957 | $2,592+52.7% | $3,139+26.1% | $4,296-7.9% |