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 | $64,274 | $107,452-40.2% | $91,541-29.8% | $142,382-54.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 10.47% | 22.06%-11.6pp | 20.50%-10.0pp | 217.08%-206.6pp |
| Employer contribution / active EE | $2,088 | $2,994-30.3% | $2,505-16.7% | $4,299-51.4% |
| Participant deferral / active EE | $7,331 | $4,754+54.2% | $4,008+82.9% | $6,507+12.7% |
| Admin fee / account holder | $9,084 | $8,834+2.8% | $6,956+30.6% | $12,624-28.0% |