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 | $83,454 | $98,750-15.5% | $149,696-44.3% | $79,858+4.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 21.51% | 27.43%-5.9pp | 276.60%-255.1pp | 31.71%-10.2pp |
| Employer contribution / active EE | $2,539 | $3,216-21.1% | $4,644-45.3% | $2,471+2.8% |
| Participant deferral / active EE | $8,451 | $5,680+48.8% | $6,842+23.5% | $3,740+126.0% |
| Admin fee / account holder | $3,343 | $6,053-44.8% | $9,309-64.1% | $5,306-37.0% |