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 | $87,804 | $90,503-3.0% | $78,689+11.6% | $273,961-68.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.96% | 75.60%-68.6pp | 62.18%-55.2pp | 41.45%-34.5pp |
| Employer contribution / active EE | $2,691 | $3,176-15.3% | $2,851-5.6% | $4,869-44.7% |
| Participant deferral / active EE | $11,467 | $3,901+193.9% | $3,517+226.1% | $5,287+116.9% |
| Admin fee / account holder | $2,986 | $5,263-43.3% | $4,510-33.8% | $10,132-70.5% |