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 | $86,294 | $109,881-21.5% | $150,045-42.5% | $84,808+1.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.89% | 28.25%-9.4pp | 62.55%-43.7pp | 40.90%-22.0pp |
| Employer contribution / active EE | $3,231 | $3,561-9.3% | $4,693-31.1% | $2,631+22.8% |
| Participant deferral / active EE | $7,535 | $6,636+13.5% | $7,997-5.8% | $4,212+78.9% |
| Admin fee / account holder | $14,199 | $8,568+65.7% | $13,435+5.7% | $7,344+93.4% |