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 | $64,688 | $68,719-5.9% | $91,541-29.3% | $84,808-23.7% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 18.25% | 19.12%-0.9pp | 20.50%-2.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $9,143 | $1,920+376.3% | $2,505+265.1% | $2,631+247.5% |
| Participant deferral / active EE | $7,316 | $3,136+133.3% | $4,008+82.5% | $4,212+73.7% |
| Admin fee / account holder | $22,339 | $5,786+286.1% | $6,956+221.1% | $7,344+204.2% |