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 | $90,465 | $67,411+34.2% | $91,001-0.6% | $70,131+29.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 15.85% | -40.16%+56.0pp | 4.60%+11.2pp | 73.14%-57.3pp |
| Employer contribution / active EE | $1,625 | $1,786-9.0% | $2,456-33.8% | $2,342-30.6% |
| Participant deferral / active EE | $4,258 | $2,823+50.8% | $3,547+20.0% | $3,332+27.8% |
| Admin fee / account holder | $6,116 | $4,236+44.4% | $5,417+12.9% | $4,645+31.7% |