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 | $88,610 | $93,571-5.3% | $135,903-34.8% | $75,163+17.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 24.35% | 30.90%-6.6pp | 68.23%-43.9pp | 160.62%-136.3pp |
| Employer contribution / active EE | $4,189 | $3,537+18.4% | $4,856-13.7% | $2,670+56.9% |
| Participant deferral / active EE | $10,059 | $6,404+57.1% | $7,758+29.7% | $4,125+143.8% |
| Admin fee / account holder | $6,230 | $6,975-10.7% | $10,762-42.1% | $5,651+10.2% |