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 9-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 | $83,837 | $77,899+7.6% | $149,673-44.0% | $75,163+11.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.36% | 31.72%-15.4pp | 134.42%-118.1pp | 160.62%-144.3pp |
| Employer contribution / active EE | $6,880 | $3,137+119.3% | $4,818+42.8% | $2,670+157.7% |
| Participant deferral / active EE | $7,071 | $3,411+107.3% | $5,680+24.5% | $4,125+71.4% |
| Admin fee / account holder | $3,551 | $5,956-40.4% | $13,210-73.1% | $5,651-37.2% |