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 | $67,000 | $67,606-0.9% | $82,313-18.6% | $70,131-4.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.63% | 21.57%-6.9pp | 25.88%-11.2pp | 73.14%-58.5pp |
| Employer contribution / active EE | $1,190 | $1,755-32.2% | $2,428-51.0% | $2,342-49.2% |
| Participant deferral / active EE | $4,272 | $2,987+43.0% | $3,706+15.3% | $3,332+28.2% |
| Admin fee / account holder | $9,808 | $4,512+117.4% | $5,608+74.9% | $4,645+111.1% |