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 | $73,609 | $89,753-18.0% | $107,525-31.5% | $84,808-13.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.42% | 29.48%-14.1pp | 181.32%-165.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,509 | $3,113-51.5% | $3,754-59.8% | $2,631-42.6% |
| Participant deferral / active EE | $3,099 | $4,056-23.6% | $5,116-39.4% | $4,212-26.4% |
| Admin fee / account holder | $3,525 | $7,222-51.2% | $8,919-60.5% | $7,344-52.0% |