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 | $70,135 | $86,929-19.3% | $102,423-31.5% | $80,856-13.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 14.48% | 18.88%-4.4pp | 29.32%-14.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,691 | $2,369+13.6% | $3,023-11.0% | $2,755-2.3% |
| Participant deferral / active EE | $6,282 | $4,118+52.5% | $5,053+24.3% | $4,296+46.2% |
| Admin fee / account holder | $872 | $8,049-89.2% | $9,451-90.8% | $6,918-87.4% |