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 | $80,835 | $85,202-5.1% | $172,739-53.2% | $72,985+10.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.24% | 27.32%-11.1pp | 802.84%-786.6pp | 81.00%-64.8pp |
| Employer contribution / active EE | $2,969 | $3,324-10.7% | $5,143-42.3% | $2,440+21.7% |
| Participant deferral / active EE | $2,879 | $3,260-11.7% | $5,198-44.6% | $3,607-20.2% |
| Admin fee / account holder | $435 | $5,884-92.6% | $13,954-96.9% | $5,124-91.5% |