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 | $70,445 | $68,547+2.8% | $120,354-41.5% | $80,856-12.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 15.86% | 23.60%-7.7pp | 107.15%-91.3pp | 35.59%-19.7pp |
| Employer contribution / active EE | $3,362 | $2,051+63.9% | $3,463-2.9% | $2,755+22.0% |
| Participant deferral / active EE | $3,469 | $3,173+9.3% | $4,991-30.5% | $4,296-19.3% |
| Admin fee / account holder | $6,360 | $5,732+11.0% | $9,423-32.5% | $6,918-8.1% |