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 | $85,535 | $101,724-15.9% | $164,813-48.1% | $80,856+5.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 14.64% | 16.72%-2.1pp | 69.93%-55.3pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,421 | $2,953-18.0% | $4,341-44.2% | $2,755-12.1% |
| Participant deferral / active EE | $2,635 | $4,477-41.1% | $6,031-56.3% | $4,296-38.7% |
| Admin fee / account holder | $12,161 | $8,227+47.8% | $12,690-4.2% | $6,918+75.8% |