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 | $77,107 | $109,881-29.8% | $150,045-48.6% | $84,808-9.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 20.82% | 28.25%-7.4pp | 62.55%-41.7pp | 40.90%-20.1pp |
| Employer contribution / active EE | $9,205 | $3,561+158.5% | $4,693+96.1% | $2,631+249.9% |
| Participant deferral / active EE | $7,319 | $6,636+10.3% | $7,997-8.5% | $4,212+73.8% |
| Admin fee / account holder | $595 | $8,568-93.1% | $13,435-95.6% | $7,344-91.9% |