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 | $90,983 | $78,672+15.6% | $109,143-16.6% | $85,850+6.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 23.19% | 25.09%-1.9pp | 25.75%-2.6pp | 318.53%-295.3pp |
| Employer contribution / active EE | $839 | $2,735-69.3% | $3,722-77.5% | $2,565-67.3% |
| Participant deferral / active EE | $4,367 | $3,467+26.0% | $4,653-6.1% | $3,952+10.5% |
| Admin fee / account holder | $22,095 | $5,469+304.0% | $6,752+227.2% | $6,260+253.0% |