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 | $66,963 | $110,257-39.3% | $96,544-30.6% | $139,434-52.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 19.20% | 26.32%-7.1pp | 25.84%-6.6pp | 372.94%-353.7pp |
| Employer contribution / active EE | $5,763 | $3,620+59.2% | $2,965+94.4% | $4,751+21.3% |
| Participant deferral / active EE | $10,345 | $5,548+86.5% | $4,851+113.3% | $6,710+54.2% |
| Admin fee / account holder | $5,662 | $11,591-51.1% | $8,252-31.4% | $11,403-50.3% |