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 | $70,389 | $60,022+17.3% | $88,946-20.9% | $84,808-17.0% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 19.04% | 22.43%-3.4pp | 57.82%-38.8pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,887 | $1,703+10.8% | $2,555-26.2% | $2,631-28.3% |
| Participant deferral / active EE | $2,500 | $3,114-19.7% | $4,581-45.4% | $4,212-40.6% |
| Admin fee / account holder | $16,405 | $4,811+241.0% | $8,261+98.6% | $7,344+123.4% |