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 | $55,870 | $90,503-38.3% | $78,689-29.0% | $273,961-79.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.04% | 75.60%-69.6pp | 62.18%-56.1pp | 41.45%-35.4pp |
| Employer contribution / active EE | $8,295 | $3,176+161.2% | $2,851+191.0% | $4,869+70.4% |
| Participant deferral / active EE | $7,680 | $3,901+96.9% | $3,517+118.4% | $5,287+45.3% |
| Admin fee / account holder | $1,747 | $5,263-66.8% | $4,510-61.3% | $10,132-82.8% |