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 | $68,845 | $90,503-23.9% | $78,689-12.5% | $273,961-74.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.65% | 75.60%-65.0pp | 62.18%-51.5pp | 41.45%-30.8pp |
| Employer contribution / active EE | $1,338 | $3,176-57.9% | $2,851-53.1% | $4,869-72.5% |
| Participant deferral / active EE | $3,434 | $3,901-12.0% | $3,517-2.4% | $5,287-35.1% |
| Admin fee / account holder | $10,639 | $5,263+102.1% | $4,510+135.9% | $10,132+5.0% |