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 | $87,995 | $80,717+9.0% | $154,803-43.2% | $84,808+3.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.39% | 37.96%-20.6pp | 58.88%-41.5pp | 40.90%-23.5pp |
| Employer contribution / active EE | $5,530 | $2,761+100.3% | $4,305+28.4% | $2,631+110.2% |
| Participant deferral / active EE | $3,525 | $3,303+6.7% | $5,540-36.4% | $4,212-16.3% |
| Admin fee / account holder | $1,194 | $6,746-82.3% | $14,329-91.7% | $7,344-83.7% |