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 | $73,904 | $148,978-50.4% | $200,582-63.2% | $84,808-12.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 37.18% | 28.16%+9.0pp | 42.33%-5.1pp | 40.90%-3.7pp |
| Employer contribution / active EE | $3,514 | $4,815-27.0% | $6,419-45.3% | $2,631+33.6% |
| Participant deferral / active EE | $10,206 | $7,142+42.9% | $9,331+9.4% | $4,212+142.3% |
| Admin fee / account holder | $52,756 | $13,977+277.4% | $16,305+223.6% | $7,344+618.4% |