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 | $58,758 | $90,503-35.1% | $78,689-25.3% | $273,961-78.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.16% | 75.60%-70.4pp | 62.18%-57.0pp | 41.45%-36.3pp |
| Employer contribution / active EE | $2,380 | $3,176-25.1% | $2,851-16.5% | $4,869-51.1% |
| Participant deferral / active EE | $7,391 | $3,901+89.5% | $3,517+110.2% | $5,287+39.8% |
| Admin fee / account holder | $385 | $5,263-92.7% | $4,510-91.5% | $10,132-96.2% |