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 | $85,457 | $153,772-44.4% | $133,980-36.2% | $273,961-68.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.36% | 36.51%-24.2pp | 29.30%-16.9pp | 41.45%-29.1pp |
| Employer contribution / active EE | $13,140 | $6,029+117.9% | $5,211+152.1% | $4,869+169.9% |
| Participant deferral / active EE | $8,535 | $6,958+22.7% | $6,282+35.9% | $5,287+61.4% |
| Admin fee / account holder | $714 | $11,765-93.9% | $9,324-92.3% | $10,132-93.0% |