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 | $71,620 | $100,923-29.0% | $150,045-52.3% | $74,304-3.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 16.41% | 51.77%-35.4pp | 62.55%-46.1pp | 29.43%-13.0pp |
| Employer contribution / active EE | $2,436 | $3,463-29.7% | $4,693-48.1% | $2,241+8.7% |
| Participant deferral / active EE | $9,111 | $6,709+35.8% | $7,997+13.9% | $3,767+141.8% |
| Admin fee / account holder | $1,751 | $2,767-36.7% | $13,435-87.0% | $2,969-41.0% |