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 | $56,450 | $49,227+14.7% | $70,449-19.9% | $79,858-29.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 12.35% | 30.06%-17.7pp | 109.03%-96.7pp | 31.71%-19.4pp |
| Employer contribution / active EE | $3,358 | $2,099+60.0% | $2,737+22.7% | $2,471+35.9% |
| Participant deferral / active EE | $3,019 | $2,768+9.1% | $3,709-18.6% | $3,740-19.3% |
| Admin fee / account holder | $10,809 | $2,878+275.6% | $3,845+181.1% | $5,306+103.7% |