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 | $73,565 | $58,828+25.0% | $77,999-5.7% | $62,891+17.0% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 6.58% | 17.16%-10.6pp | 425.96%-419.4pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,271 | $1,672-24.0% | $2,470-48.6% | $2,281-44.3% |
| Participant deferral / active EE | $3,891 | $2,686+44.9% | $3,497+11.3% | $3,203+21.5% |
| Admin fee / account holder | $23,967 | $4,393+445.6% | $5,480+337.3% | $4,296+458.0% |