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 | $84,525 | $99,341-14.9% | $84,750-0.3% | $273,961-69.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.97% | 22.93%-15.0pp | 22.78%-14.8pp | 41.45%-33.5pp |
| Employer contribution / active EE | $11,936 | $4,214+183.3% | $3,574+233.9% | $4,869+145.2% |
| Participant deferral / active EE | $8,664 | $4,269+102.9% | $3,712+133.4% | $5,287+63.9% |
| Admin fee / account holder | $10,243 | $6,644+54.2% | $5,332+92.1% | $10,132+1.1% |