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 | $53,855 | $47,848+12.6% | $81,478-33.9% | $70,131-23.2% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 13.05% | 27.25%-14.2pp | 38.78%-25.7pp | 73.14%-60.1pp |
| Employer contribution / active EE | $4,487 | $1,527+193.8% | $2,568+74.8% | $2,342+91.6% |
| Participant deferral / active EE | $3,379 | $2,453+37.7% | $3,537-4.5% | $3,332+1.4% |
| Admin fee / account holder | $4,665 | $3,145+48.3% | $4,561+2.3% | $4,645+0.4% |