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 | $73,293 | $51,175+43.2% | $70,515+3.9% | $75,163-2.5% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 23.25% | 30.02%-6.8pp | 32.77%-9.5pp | 160.62%-137.4pp |
| Employer contribution / active EE | $4,275 | $1,826+134.1% | $2,973+43.8% | $2,670+60.1% |
| Participant deferral / active EE | $6,426 | $2,849+125.5% | $4,567+40.7% | $4,125+55.8% |
| Admin fee / account holder | $2,395 | $4,091-41.4% | $6,412-62.6% | $5,651-57.6% |