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 | $81,073 | $77,899+4.1% | $149,673-45.8% | $75,163+7.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.92% | 31.72%-16.8pp | 134.42%-119.5pp | 160.62%-145.7pp |
| Employer contribution / active EE | $3,010 | $3,137-4.1% | $4,818-37.5% | $2,670+12.7% |
| Participant deferral / active EE | $2,476 | $3,411-27.4% | $5,680-56.4% | $4,125-40.0% |
| Admin fee / account holder | $661 | $5,956-88.9% | $13,210-95.0% | $5,651-88.3% |