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 | $66,770 | $94,625-29.4% | $116,228-42.6% | $84,808-21.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 18.01% | 20.40%-2.4pp | 90.06%-72.1pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,765 | $2,347-24.8% | $2,994-41.1% | $2,631-32.9% |
| Participant deferral / active EE | $5,623 | $3,972+41.6% | $4,953+13.5% | $4,212+33.5% |
| Admin fee / account holder | $1,335 | $10,091-86.8% | $11,989-88.9% | $7,344-81.8% |