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 | $71,133 | $80,673-11.8% | $101,326-29.8% | $84,808-16.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 17.55% | 38.95%-21.4pp | 36.82%-19.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $9,598 | $2,698+255.8% | $3,665+161.9% | $2,631+264.8% |
| Participant deferral / active EE | $21,644 | $6,840+216.4% | $7,994+170.8% | $4,212+413.9% |
| Admin fee / account holder | $15,638 | $12,784+22.3% | $11,185+39.8% | $7,344+112.9% |