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 | $81,322 | $90,503-10.1% | $78,689+3.3% | $273,961-70.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.32% | 75.60%-67.3pp | 62.18%-53.9pp | 41.45%-33.1pp |
| Employer contribution / active EE | $5,422 | $3,176+70.7% | $2,851+90.2% | $4,869+11.4% |
| Participant deferral / active EE | $527 | $3,901-86.5% | $3,517-85.0% | $5,287-90.0% |
| Admin fee / account holder | $818 | $5,263-84.5% | $4,510-81.9% | $10,132-91.9% |