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 | $81,656 | $104,974-22.2% | $95,585-14.6% | $142,382-42.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.09% | 210.33%-195.2pp | 38.56%-23.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $3,059 | $2,779+10.1% | $2,527+21.1% | $4,299-28.8% |
| Participant deferral / active EE | $14,534 | $4,352+234.0% | $4,023+261.3% | $6,507+123.4% |
| Admin fee / account holder | $15,843 | $6,386+148.1% | $6,127+158.6% | $12,624+25.5% |