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 | $84,994 | $81,248+4.6% | $155,509-45.3% | $80,856+5.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 16.98% | 33.31%-16.3pp | 64.67%-47.7pp | 35.59%-18.6pp |
| Employer contribution / active EE | $1,158 | $3,100-62.7% | $4,672-75.2% | $2,755-58.0% |
| Participant deferral / active EE | $6,351 | $3,452+84.0% | $5,626+12.9% | $4,296+47.8% |
| Admin fee / account holder | $16,363 | $7,997+104.6% | $15,912+2.8% | $6,918+136.5% |