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 | $66,500 | $65,365+1.7% | $92,893-28.4% | $72,985-8.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 17.61% | 42.10%-24.5pp | 109.41%-91.8pp | 81.00%-63.4pp |
| Employer contribution / active EE | $7,468 | $2,594+187.9% | $3,653+104.4% | $2,440+206.1% |
| Participant deferral / active EE | $4,538 | $3,128+45.1% | $4,236+7.1% | $3,607+25.8% |
| Admin fee / account holder | $4,727 | $4,251+11.2% | $5,794-18.4% | $5,124-7.7% |