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 | $80,102 | $64,480+24.2% | $81,382-1.6% | $80,856-0.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 10.40% | 16.34%-5.9pp | 24.73%-14.3pp | 35.59%-25.2pp |
| Employer contribution / active EE | $2,641 | $1,978+33.5% | $2,463+7.3% | $2,755-4.1% |
| Participant deferral / active EE | $4,317 | $3,094+39.6% | $3,883+11.2% | $4,296+0.5% |
| Admin fee / account holder | $6,885 | $5,671+21.4% | $5,768+19.4% | $6,918-0.5% |