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 | $75,487 | $106,515-29.1% | $96,683-21.9% | $139,434-45.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.42% | 38.43%-22.0pp | 35.69%-19.3pp | 372.94%-356.5pp |
| Employer contribution / active EE | $2,415 | $4,103-41.1% | $3,737-35.4% | $4,751-49.2% |
| Participant deferral / active EE | $7,133 | $5,454+30.8% | $4,878+46.2% | $6,710+6.3% |
| Admin fee / account holder | $1,940 | $7,877-75.4% | $6,730-71.2% | $11,403-83.0% |