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 | $88,432 | $78,672+12.4% | $109,143-19.0% | $85,850+3.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 16.26% | 25.09%-8.8pp | 25.75%-9.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $6,291 | $2,735+130.1% | $3,722+69.0% | $2,565+145.3% |
| Participant deferral / active EE | $3,104 | $3,467-10.5% | $4,653-33.3% | $3,952-21.4% |
| Admin fee / account holder | $1,242 | $5,469-77.3% | $6,752-81.6% | $6,260-80.2% |