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 | $76,688 | $88,707-13.5% | $74,183+3.4% | $273,961-72.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.73% | 11.94%-4.2pp | 17.74%-10.0pp | 41.45%-33.7pp |
| Employer contribution / active EE | $8,131 | $3,159+157.3% | $2,370+243.1% | $4,869+67.0% |
| Participant deferral / active EE | $11,718 | $4,212+178.2% | $3,550+230.1% | $5,287+121.6% |
| Admin fee / account holder | $960 | $8,717-89.0% | $5,586-82.8% | $10,132-90.5% |