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 | $69,105 | $180,028-61.6% | $138,135-50.0% | $158,922-56.5% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 14.39% | 21.68%-7.3pp | 20.51%-6.1pp | 302.83%-288.4pp |
| Employer contribution / active EE | $2,586 | $7,470-65.4% | $5,587-53.7% | $4,761-45.7% |
| Participant deferral / active EE | $11,532 | $7,717+49.4% | $6,431+79.3% | $5,982+92.8% |
| Admin fee / account holder | $1,980 | $17,912-88.9% | $11,856-83.3% | $11,246-82.4% |