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 | $70,908 | $153,772-53.9% | $133,980-47.1% | $273,961-74.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.84% | 36.51%-29.7pp | 29.30%-22.5pp | 41.45%-34.6pp |
| Employer contribution / active EE | $8,261 | $6,029+37.0% | $5,211+58.5% | $4,869+69.7% |
| Participant deferral / active EE | $3,452 | $6,958-50.4% | $6,282-45.0% | $5,287-34.7% |
| Admin fee / account holder | $34,012 | $11,765+189.1% | $9,324+264.8% | $10,132+235.7% |