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 | $52,125 | $65,685-20.6% | $57,179-8.8% | $273,961-81.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 10.35% | 21.99%-11.6pp | 14.59%-4.2pp | 41.45%-31.1pp |
| Employer contribution / active EE | $7,412 | $3,279+126.1% | $2,682+176.3% | $4,869+52.2% |
| Participant deferral / active EE | $7,770 | $3,782+105.5% | $3,096+151.0% | $5,287+47.0% |
| Admin fee / account holder | $2,280 | $4,835-52.8% | $3,139-27.4% | $10,132-77.5% |