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 | $73,615 | $87,013-15.4% | $106,213-30.7% | $80,856-9.0% |
| Participation rate | 96.0% | 70.4%+25.6pp | 75.3%+20.7pp | 67.6%+28.4pp |
| Annual return | 10.39% | 17.05%-6.7pp | 116.14%-105.8pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,370 | $2,395-42.8% | $3,171-56.8% | $2,755-50.3% |
| Participant deferral / active EE | $4,220 | $3,986+5.9% | $5,016-15.9% | $4,296-1.8% |
| Admin fee / account holder | $23,933 | $8,431+183.9% | $11,033+116.9% | $6,918+246.0% |