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 | $83,527 | $64,839+28.8% | $95,585-12.6% | $84,808-1.5% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 19.39% | -670.96%+690.3pp | 38.56%-19.2pp | 40.90%-21.5pp |
| Employer contribution / active EE | $2,788 | $1,759+58.5% | $2,527+10.4% | $2,631+6.0% |
| Participant deferral / active EE | $12,369 | $2,965+317.2% | $4,023+207.5% | $4,212+193.7% |
| Admin fee / account holder | $10,916 | $5,964+83.0% | $6,127+78.1% | $7,344+48.6% |