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 | $64,888 | $81,460-20.3% | $103,333-37.2% | $80,856-19.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.57% | 25.55%-14.0pp | 24.88%-13.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $5,255 | $3,105+69.2% | $3,868+35.9% | $2,755+90.8% |
| Participant deferral / active EE | $2,992 | $3,869-22.7% | $5,057-40.8% | $4,296-30.4% |
| Admin fee / account holder | $803 | $6,566-87.8% | $8,355-90.4% | $6,918-88.4% |