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 | $67,116 | $67,606-0.7% | $82,313-18.5% | $70,131-4.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.56% | 21.57%-3.0pp | 25.88%-7.3pp | 73.14%-54.6pp |
| Employer contribution / active EE | $1,560 | $1,755-11.1% | $2,428-35.8% | $2,342-33.4% |
| Participant deferral / active EE | $5,600 | $2,987+87.5% | $3,706+51.1% | $3,332+68.1% |
| Admin fee / account holder | $1,342 | $4,512-70.3% | $5,608-76.1% | $4,645-71.1% |