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 | $70,001 | $101,724-31.2% | $164,813-57.5% | $80,856-13.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 12.68% | 16.72%-4.0pp | 69.93%-57.3pp | 35.59%-22.9pp |
| Employer contribution / active EE | $4,715 | $2,953+59.7% | $4,341+8.6% | $2,755+71.2% |
| Participant deferral / active EE | $7,375 | $4,477+64.7% | $6,031+22.3% | $4,296+71.7% |
| Admin fee / account holder | $629 | $8,227-92.4% | $12,690-95.0% | $6,918-90.9% |