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 | $75,737 | $86,929-12.9% | $102,423-26.1% | $80,856-6.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 10.48% | 18.88%-8.4pp | 29.32%-18.8pp | 35.59%-25.1pp |
| Employer contribution / active EE | $3,019 | $2,369+27.4% | $3,023-0.2% | $2,755+9.6% |
| Participant deferral / active EE | $2,536 | $4,118-38.4% | $5,053-49.8% | $4,296-41.0% |
| Admin fee / account holder | $24,604 | $8,049+205.7% | $9,451+160.3% | $6,918+255.7% |