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 | $85,954 | $71,050+21.0% | $93,606-8.2% | $80,856+6.3% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 13.93% | 11.26%+2.7pp | 133.20%-119.3pp | 35.59%-21.7pp |
| Employer contribution / active EE | $494 | $1,564-68.4% | $2,420-79.6% | $2,755-82.1% |
| Participant deferral / active EE | $5,447 | $4,034+35.0% | $4,411+23.5% | $4,296+26.8% |
| Admin fee / account holder | $12,968 | $6,945+86.7% | $8,285+56.5% | $6,918+87.5% |