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 | $76,128 | $87,540-13.0% | $75,781+0.5% | $125,391-39.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 1.50% | 13.48%-12.0pp | 9.68%-8.2pp | 282.22%-280.7pp |
| Employer contribution / active EE | $14,000 | $3,930+256.2% | $3,323+321.3% | $4,866+187.7% |
| Participant deferral / active EE | $9,400 | $4,229+122.3% | $3,651+157.4% | $5,352+75.7% |
| Admin fee / account holder | $38,133 | $6,502+486.5% | $5,299+619.6% | $9,540+299.7% |