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 | $77,854 | $54,762+42.2% | $90,281-13.8% | $72,985+6.7% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 19.96% | 30.63%-10.7pp | 78.10%-58.1pp | 81.00%-61.0pp |
| Employer contribution / active EE | $2,123 | $2,092+1.4% | $2,854-25.6% | $2,440-13.0% |
| Participant deferral / active EE | $3,554 | $2,887+23.1% | $3,885-8.5% | $3,607-1.5% |
| Admin fee / account holder | $7,779 | $3,972+95.8% | $5,351+45.4% | $5,124+51.8% |