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 | $74,636 | $153,772-51.5% | $133,980-44.3% | $273,961-72.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.99% | 36.51%-29.5pp | 29.30%-22.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $29,629 | $6,029+391.4% | $5,211+468.5% | $4,869+508.6% |
| Participant deferral / active EE | $13,667 | $6,958+96.4% | $6,282+117.6% | $5,287+158.5% |
| Admin fee / account holder | $2,723 | $11,765-76.9% | $9,324-70.8% | $10,132-73.1% |