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 | $79,213 | $81,248-2.5% | $155,509-49.1% | $80,856-2.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 24.42% | 33.31%-8.9pp | 64.67%-40.2pp | 35.59%-11.2pp |
| Employer contribution / active EE | $1,277 | $3,100-58.8% | $4,672-72.7% | $2,755-53.6% |
| Participant deferral / active EE | $4,480 | $3,452+29.8% | $5,626-20.4% | $4,296+4.3% |
| Admin fee / account holder | $398 | $7,997-95.0% | $15,912-97.5% | $6,918-94.3% |