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 | $60,654 | $110,261-45.0% | $95,745-36.6% | $139,434-56.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.24% | 27.11%-16.9pp | 28.35%-18.1pp | 372.94%-362.7pp |
| Employer contribution / active EE | $1,117 | $3,257-65.7% | $2,835-60.6% | $4,751-76.5% |
| Participant deferral / active EE | $2,817 | $4,676-39.7% | $4,245-33.6% | $6,710-58.0% |
| Admin fee / account holder | $10,443 | $6,613+57.9% | $5,678+83.9% | $11,403-8.4% |