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 | $88,229 | $80,968+9.0% | $96,544-8.6% | $75,163+17.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 21.28% | 27.06%-5.8pp | 25.84%-4.6pp | 160.62%-139.3pp |
| Employer contribution / active EE | $2,230 | $2,282-2.3% | $2,965-24.8% | $2,670-16.5% |
| Participant deferral / active EE | $5,818 | $3,928+48.1% | $4,851+19.9% | $4,125+41.0% |
| Admin fee / account holder | $706 | $6,724-89.5% | $8,252-91.4% | $5,651-87.5% |