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 | $88,679 | $123,793-28.4% | $177,821-50.1% | $79,858+11.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 14.38% | 22.82%-8.4pp | 48.32%-33.9pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,668 | $4,095-59.3% | $5,918-71.8% | $2,471-32.5% |
| Participant deferral / active EE | $3,242 | $5,956-45.6% | $7,714-58.0% | $3,740-13.3% |
| Admin fee / account holder | $1,608 | $7,243-77.8% | $12,427-87.1% | $5,306-69.7% |