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 | $85,391 | $52,279+63.3% | $89,391-4.5% | $79,858+6.9% |
| Participation rate | 96.0% | 57.5%+38.5pp | 68.0%+28.0pp | 69.6%+26.4pp |
| Annual return | 16.08% | 22.16%-6.1pp | 245.62%-229.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,162 | $1,572-26.0% | $2,586-55.0% | $2,471-53.0% |
| Participant deferral / active EE | $4,118 | $2,740+50.3% | $3,890+5.9% | $3,740+10.1% |
| Admin fee / account holder | $5,784 | $3,356+72.3% | $4,881+18.5% | $5,306+9.0% |