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 | $73,578 | $148,978-50.6% | $200,582-63.3% | $84,808-13.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 15.62% | 28.16%-12.5pp | 42.33%-26.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,434 | $4,815-49.5% | $6,419-62.1% | $2,631-7.5% |
| Participant deferral / active EE | $5,217 | $7,142-27.0% | $9,331-44.1% | $4,212+23.9% |
| Admin fee / account holder | $6,665 | $13,977-52.3% | $16,305-59.1% | $7,344-9.2% |