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 | $71,912 | $117,381-38.7% | $99,443-27.7% | $152,861-53.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 17.61% | 31.87%-14.3pp | 30.72%-13.1pp | 345.32%-327.7pp |
| Employer contribution / active EE | $3,012 | $3,0130% | $2,540+18.6% | $4,762-36.7% |
| Participant deferral / active EE | $6,856 | $4,086+67.8% | $3,619+89.5% | $5,850+17.2% |
| Admin fee / account holder | $22,599 | $7,631+196.2% | $6,250+261.6% | $11,596+94.9% |