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 | $56,515 | $67,606-16.4% | $82,313-31.3% | $70,131-19.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.12% | 21.57%-7.4pp | 25.88%-11.8pp | 73.14%-59.0pp |
| Employer contribution / active EE | $3,138 | $1,755+78.8% | $2,428+29.2% | $2,342+34.0% |
| Participant deferral / active EE | $3,763 | $2,987+26.0% | $3,706+1.5% | $3,332+12.9% |
| Admin fee / account holder | $5,421 | $4,512+20.1% | $5,608-3.3% | $4,645+16.7% |