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 | $83,489 | $89,355-6.6% | $141,162-40.9% | $72,985+14.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.39% | 111.85%-89.5pp | 71.39%-49.0pp | 81.00%-58.6pp |
| Employer contribution / active EE | $924 | $3,114-70.3% | $4,735-80.5% | $2,440-62.1% |
| Participant deferral / active EE | $6,181 | $5,418+14.1% | $6,709-7.9% | $3,607+71.3% |
| Admin fee / account holder | $15,879 | $5,958+166.5% | $10,261+54.7% | $5,124+209.9% |