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 | $69,989 | $73,933-5.3% | $96,683-27.6% | $75,163-6.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 14.12% | 26.70%-12.6pp | 35.69%-21.6pp | 160.62%-146.5pp |
| Employer contribution / active EE | $5,213 | $2,928+78.1% | $3,737+39.5% | $2,670+95.3% |
| Participant deferral / active EE | $2,655 | $3,659-27.4% | $4,878-45.6% | $4,125-35.6% |
| Admin fee / account holder | $2,257 | $5,216-56.7% | $6,730-66.5% | $5,651-60.1% |