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 | $63,268 | $46,553+35.9% | $64,056-1.2% | $75,163-15.8% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 19.81% | 26.03%-6.2pp | 33.69%-13.9pp | 160.62%-140.8pp |
| Employer contribution / active EE | $2,335 | $1,974+18.3% | $2,747-15.0% | $2,670-12.5% |
| Participant deferral / active EE | $3,778 | $2,837+33.2% | $3,880-2.6% | $4,125-8.4% |
| Admin fee / account holder | $10,755 | $2,952+264.3% | $3,068+250.6% | $5,651+90.3% |