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 | $73,405 | $72,277+1.6% | $101,248-27.5% | $79,858-8.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 11.58% | 22.30%-10.7pp | 46.47%-34.9pp | 31.71%-20.1pp |
| Employer contribution / active EE | $2,000 | $2,692-25.7% | $3,660-45.3% | $2,471-19.1% |
| Participant deferral / active EE | $4,426 | $3,282+34.9% | $4,370+1.3% | $3,740+18.3% |
| Admin fee / account holder | $3,087 | $4,400-29.8% | $5,945-48.1% | $5,306-41.8% |