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 | $73,325 | $71,050+3.2% | $93,606-21.7% | $80,856-9.3% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 10.42% | 11.26%-0.8pp | 133.20%-122.8pp | 35.59%-25.2pp |
| Employer contribution / active EE | $3,821 | $1,564+144.4% | $2,420+57.9% | $2,755+38.7% |
| Participant deferral / active EE | $4,401 | $4,034+9.1% | $4,411-0.2% | $4,296+2.4% |
| Admin fee / account holder | $1,287 | $6,945-81.5% | $8,285-84.5% | $6,918-81.4% |