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 | $90,678 | $62,573+44.9% | $85,682+5.8% | $85,850+5.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 14.71% | 23.77%-9.1pp | 21.49%-6.8pp | 318.53%-303.8pp |
| Employer contribution / active EE | $1,336 | $1,757-24.0% | $2,618-49.0% | $2,565-47.9% |
| Participant deferral / active EE | $5,028 | $2,802+79.4% | $3,923+28.2% | $3,952+27.2% |
| Admin fee / account holder | $2,615 | $4,640-43.7% | $6,873-62.0% | $6,260-58.2% |