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 | $87,299 | $80,717+8.2% | $154,803-43.6% | $84,808+2.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 24.98% | 37.96%-13.0pp | 58.88%-33.9pp | 40.90%-15.9pp |
| Employer contribution / active EE | $2,708 | $2,761-1.9% | $4,305-37.1% | $2,631+2.9% |
| Participant deferral / active EE | $7,713 | $3,303+133.5% | $5,540+39.2% | $4,212+83.1% |
| Admin fee / account holder | $578 | $6,746-91.4% | $14,329-96.0% | $7,344-92.1% |