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 | $92,254 | $55,453+66.4% | $170,442-45.9% | $62,292+48.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.28% | 21.38%-5.1pp | 205.93%-189.6pp | 28.90%-12.6pp |
| Employer contribution / active EE | $2,317 | $2,164+7.1% | $5,433-57.4% | $2,042+13.4% |
| Participant deferral / active EE | $4,239 | $2,303+84.1% | $4,939-14.2% | $3,169+33.8% |
| Admin fee / account holder | $10,988 | $455+2314.6% | $13,880-20.8% | $479+2192.2% |