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 | $68,804 | $80,673-14.7% | $101,326-32.1% | $84,808-18.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 17.34% | 38.95%-21.6pp | 36.82%-19.5pp | 40.90%-23.6pp |
| Employer contribution / active EE | $7,412 | $2,698+174.7% | $3,665+102.2% | $2,631+181.7% |
| Participant deferral / active EE | $11,082 | $6,840+62.0% | $7,994+38.6% | $4,212+163.1% |
| Admin fee / account holder | $4,254 | $12,784-66.7% | $11,185-62.0% | $7,344-42.1% |