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 | $73,553 | $79,449-7.4% | $189,557-61.2% | $85,850-14.3% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 12.59% | 18.45%-5.9pp | 64.17%-51.6pp | 318.53%-305.9pp |
| Employer contribution / active EE | $1,848 | $2,081-11.2% | $4,412-58.1% | $2,565-28.0% |
| Participant deferral / active EE | $2,880 | $4,051-28.9% | $6,174-53.3% | $3,952-27.1% |
| Admin fee / account holder | $1,499 | $5,377-72.1% | $9,807-84.7% | $6,260-76.0% |