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 | $94,679 | $101,724-6.9% | $164,813-42.6% | $80,856+17.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 10.82% | 16.72%-5.9pp | 69.93%-59.1pp | 35.59%-24.8pp |
| Employer contribution / active EE | $5,142 | $2,953+74.1% | $4,341+18.5% | $2,755+86.6% |
| Participant deferral / active EE | $3,438 | $4,477-23.2% | $6,031-43.0% | $4,296-20.0% |
| Admin fee / account holder | $1,919 | $8,227-76.7% | $12,690-84.9% | $6,918-72.3% |