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 | $87,697 | $48,795+79.7% | $65,493+33.9% | $84,808+3.4% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 13.14% | 20.20%-7.1pp | 982.45%-969.3pp | 40.90%-27.8pp |
| Employer contribution / active EE | $996 | $1,930-48.4% | $2,574-61.3% | $2,631-62.2% |
| Participant deferral / active EE | $2,388 | $2,928-18.5% | $3,961-39.7% | $4,212-43.3% |
| Admin fee / account holder | $8,102 | $3,877+109.0% | $5,028+61.1% | $7,344+10.3% |