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 | $81,376 | $98,750-17.6% | $149,696-45.6% | $79,858+1.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.80% | 27.43%-11.6pp | 276.60%-260.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $2,249 | $3,216-30.1% | $4,644-51.6% | $2,471-9.0% |
| Participant deferral / active EE | $4,608 | $5,680-18.9% | $6,842-32.6% | $3,740+23.2% |
| Admin fee / account holder | $509 | $6,053-91.6% | $9,309-94.5% | $5,306-90.4% |