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 | $86,848 | $89,753-3.2% | $107,525-19.2% | $84,808+2.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 17.86% | 29.48%-11.6pp | 181.32%-163.5pp | 40.90%-23.0pp |
| Employer contribution / active EE | $5,210 | $3,113+67.3% | $3,754+38.8% | $2,631+98.0% |
| Participant deferral / active EE | $5,807 | $4,056+43.2% | $5,116+13.5% | $4,212+37.9% |
| Admin fee / account holder | $3,722 | $7,222-48.5% | $8,919-58.3% | $7,344-49.3% |