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 | $56,853 | $65,365-13.0% | $92,893-38.8% | $72,985-22.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 19.91% | 42.10%-22.2pp | 109.41%-89.5pp | 81.00%-61.1pp |
| Employer contribution / active EE | $4,554 | $2,594+75.5% | $3,653+24.7% | $2,440+86.6% |
| Participant deferral / active EE | $4,321 | $3,128+38.1% | $4,236+2.0% | $3,607+19.8% |
| Admin fee / account holder | $16,461 | $4,251+287.2% | $5,794+184.1% | $5,124+221.2% |