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 | $74,083 | $181,894-59.3% | $156,549-52.7% | $273,961-73.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.33% | 30.74%-21.4pp | 32.23%-22.9pp | 41.45%-32.1pp |
| Employer contribution / active EE | $9,670 | $6,248+54.8% | $5,501+75.8% | $4,869+98.6% |
| Participant deferral / active EE | $6,710 | $5,550+20.9% | $4,871+37.8% | $5,287+26.9% |
| Admin fee / account holder | $1,339 | $15,559-91.4% | $13,027-89.7% | $10,132-86.8% |