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 | $72,674 | $125,758-42.2% | $169,993-57.2% | $75,163-3.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 24.62% | 27.20%-2.6pp | 53.37%-28.8pp | 160.62%-136.0pp |
| Employer contribution / active EE | $5,037 | $4,615+9.2% | $6,785-25.8% | $2,670+88.7% |
| Participant deferral / active EE | $10,712 | $6,837+56.7% | $10,408+2.9% | $4,125+159.7% |
| Admin fee / account holder | $3,365 | $8,173-58.8% | $12,815-73.7% | $5,651-40.5% |