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 | $67,746 | $91,552-26.0% | $133,956-49.4% | $79,858-15.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 13.05% | 61.85%-48.8pp | 45.09%-32.0pp | 31.71%-18.7pp |
| Employer contribution / active EE | $2,057 | $2,384-13.7% | $3,919-47.5% | $2,471-16.7% |
| Participant deferral / active EE | $3,482 | $3,733-6.7% | $5,048-31.0% | $3,740-6.9% |
| Admin fee / account holder | $3,743 | $6,321-40.8% | $8,927-58.1% | $5,306-29.5% |