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 | $75,250 | $74,927+0.4% | $101,794-26.1% | $84,808-11.3% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 13.48% | 18.70%-5.2pp | 30.53%-17.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,617 | $1,522+6.3% | $2,289-29.4% | $2,631-38.5% |
| Participant deferral / active EE | $3,256 | $3,099+5.1% | $4,084-20.3% | $4,212-22.7% |
| Admin fee / account holder | $1,564 | $6,514-76.0% | $8,777-82.2% | $7,344-78.7% |