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 | $83,397 | $39,162+113.0% | $100,671-17.2% | $59,632+39.9% |
| Participation rate | 88.9% | 55.9%+33.0pp | 70.7%+18.2pp | 68.7%+20.2pp |
| Annual return | 2.65% | 21.07%-18.4pp | 20.43%-17.8pp | 2041.28%-2038.6pp |
| Employer contribution / active EE | $3,468 | $1,151+201.4% | $4,012-13.6% | $2,203+57.5% |
| Participant deferral / active EE | $2,093 | $1,992+5.1% | $3,144-33.4% | $3,192-34.4% |
| Admin fee / account holder | $3,241 | $2,969+9.2% | $4,850-33.2% | $4,297-24.6% |