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 | $72,345 | $117,381-38.4% | $99,443-27.2% | $152,861-52.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 19.43% | 31.87%-12.4pp | 30.72%-11.3pp | 345.32%-325.9pp |
| Employer contribution / active EE | $11,526 | $3,013+282.6% | $2,540+353.8% | $4,762+142.0% |
| Participant deferral / active EE | $3,098 | $4,086-24.2% | $3,619-14.4% | $5,850-47.0% |
| Admin fee / account holder | $2,670 | $7,631-65.0% | $6,250-57.3% | $11,596-77.0% |