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 | $78,164 | $87,733-10.9% | $106,548-26.6% | $85,850-9.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 12.11% | 21.86%-9.7pp | 26.80%-14.7pp | 318.53%-306.4pp |
| Employer contribution / active EE | $3,307 | $2,073+59.5% | $2,819+17.3% | $2,565+28.9% |
| Participant deferral / active EE | $4,700 | $3,469+35.5% | $4,398+6.9% | $3,952+18.9% |
| Admin fee / account holder | $1,803 | $6,767-73.4% | $7,407-75.7% | $6,260-71.2% |