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 | $72,127 | $72,277-0.2% | $101,248-28.8% | $79,858-9.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 14.59% | 22.30%-7.7pp | 46.47%-31.9pp | 31.71%-17.1pp |
| Employer contribution / active EE | $10,946 | $2,692+306.7% | $3,660+199.1% | $2,471+343.0% |
| Participant deferral / active EE | $7,208 | $3,282+119.7% | $4,370+64.9% | $3,740+92.7% |
| Admin fee / account holder | $6,061 | $4,400+37.7% | $5,945+1.9% | $5,306+14.2% |