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 | $81,276 | $87,013-6.6% | $106,213-23.5% | $80,856+0.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 11.64% | 17.05%-5.4pp | 116.14%-104.5pp | 35.59%-24.0pp |
| Employer contribution / active EE | $4,634 | $2,395+93.5% | $3,171+46.1% | $2,755+68.2% |
| Participant deferral / active EE | $4,563 | $3,986+14.5% | $5,016-9.0% | $4,296+6.2% |
| Admin fee / account holder | $2,670 | $8,431-68.3% | $11,033-75.8% | $6,918-61.4% |