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 | $89,872 | $98,240-8.5% | $82,313+9.2% | $147,584-39.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.72% | 30.85%-16.1pp | 25.88%-11.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $4,018 | $3,192+25.9% | $2,428+65.5% | $4,876-17.6% |
| Participant deferral / active EE | $6,750 | $4,383+54.0% | $3,706+82.1% | $5,439+24.1% |
| Admin fee / account holder | $730 | $8,563-91.5% | $5,608-87.0% | $10,885-93.3% |