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 | $15,686 | $90,503-82.7% | $78,689-80.1% | $273,961-94.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.29% | 75.60%-66.3pp | 62.18%-52.9pp | 41.45%-32.2pp |
| Employer contribution / active EE | $3,719 | $3,176+17.1% | $2,851+30.4% | $4,869-23.6% |
| Participant deferral / active EE | $7,515 | $3,901+92.6% | $3,517+113.7% | $5,287+42.1% |
| Admin fee / account holder | $3,958 | $5,263-24.8% | $4,510-12.2% | $10,132-60.9% |