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 | $70,688 | $72,277-2.2% | $101,248-30.2% | $79,858-11.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 17.40% | 22.30%-4.9pp | 46.47%-29.1pp | 31.71%-14.3pp |
| Employer contribution / active EE | $1,087 | $2,692-59.6% | $3,660-70.3% | $2,471-56.0% |
| Participant deferral / active EE | $2,877 | $3,282-12.3% | $4,370-34.2% | $3,740-23.1% |
| Admin fee / account holder | $4,166 | $4,400-5.3% | $5,945-29.9% | $5,306-21.5% |