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 | $80,051 | $96,965-17.4% | $97,995-18.3% | $147,584-45.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 16.83% | 24.11%-7.3pp | 23.94%-7.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,566 | $4,536-65.5% | $4,158-62.3% | $4,876-67.9% |
| Participant deferral / active EE | $5,037 | $5,081-0.9% | $5,097-1.2% | $5,439-7.4% |
| Admin fee / account holder | $12,977 | $8,120+59.8% | $5,943+118.3% | $10,885+19.2% |