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 9-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 | $73,354 | $87,540-16.2% | $75,781-3.2% | $125,391-41.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 4.18% | 13.48%-9.3pp | 9.68%-5.5pp | 282.22%-278.0pp |
| Employer contribution / active EE | $9,244 | $3,930+135.2% | $3,323+178.2% | $4,866+90.0% |
| Participant deferral / active EE | $12,559 | $4,229+197.0% | $3,651+244.0% | $5,352+134.7% |
| Admin fee / account holder | $8,140 | $6,502+25.2% | $5,299+53.6% | $9,540-14.7% |