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 | $72,162 | $109,881-34.3% | $150,045-51.9% | $84,808-14.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.46% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,000 | $3,561-71.9% | $4,693-78.7% | $2,631-62.0% |
| Participant deferral / active EE | $9,222 | $6,636+39.0% | $7,997+15.3% | $4,212+119.0% |
| Admin fee / account holder | $1,753 | $8,568-79.5% | $13,435-87.0% | $7,344-76.1% |