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 | $81,882 | $80,968+1.1% | $96,544-15.2% | $75,163+8.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 17.38% | 27.06%-9.7pp | 25.84%-8.5pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,701 | $2,282-25.5% | $2,965-42.6% | $2,670-36.3% |
| Participant deferral / active EE | $6,488 | $3,928+65.2% | $4,851+33.8% | $4,125+57.3% |
| Admin fee / account holder | $7,759 | $6,724+15.4% | $8,252-6.0% | $5,651+37.3% |