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 | $69,271 | $71,050-2.5% | $93,606-26.0% | $80,856-14.3% |
| Participation rate | 98.0% | 60.4%+37.6pp | 68.7%+29.2pp | 67.6%+30.3pp |
| Annual return | 10.00% | 11.26%-1.3pp | 133.20%-123.2pp | 35.59%-25.6pp |
| Employer contribution / active EE | $2,764 | $1,564+76.8% | $2,420+14.2% | $2,755+0.3% |
| Participant deferral / active EE | $2,697 | $4,034-33.1% | $4,411-38.9% | $4,296-37.2% |
| Admin fee / account holder | $5,104 | $6,945-26.5% | $8,285-38.4% | $6,918-26.2% |