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 | $62,960 | $60,349+4.3% | $74,183-15.1% | $62,891+0.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.35% | 21.37%-15.0pp | 17.74%-11.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $2,241 | $1,680+33.4% | $2,370-5.5% | $2,281-1.8% |
| Participant deferral / active EE | $6,969 | $2,856+144.0% | $3,550+96.3% | $3,203+117.6% |
| Admin fee / account holder | $8,677 | $4,261+103.6% | $5,586+55.3% | $4,296+102.0% |