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 | $81,228 | $77,419+4.9% | $69,455+16.9% | $152,861-46.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 15.68% | 39.06%-23.4pp | 28.97%-13.3pp | 345.32%-329.6pp |
| Employer contribution / active EE | $11,632 | $3,315+250.9% | $2,779+318.6% | $4,762+144.3% |
| Participant deferral / active EE | $5,816 | $4,414+31.8% | $3,535+64.5% | $5,850-0.6% |
| Admin fee / account holder | $1,444 | $6,207-76.7% | $3,839-62.4% | $11,596-87.5% |