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 | $76,544 | $96,484-20.7% | $75,886+0.9% | $152,861-49.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 17.25% | 33.98%-16.7pp | 30.76%-13.5pp | 345.32%-328.1pp |
| Employer contribution / active EE | $14,011 | $3,309+323.4% | $2,500+460.4% | $4,762+194.2% |
| Participant deferral / active EE | $7,972 | $4,553+75.1% | $3,603+121.3% | $5,850+36.3% |
| Admin fee / account holder | $3,614 | $8,078-55.3% | $5,418-33.3% | $11,596-68.8% |