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 | $85,306 | $95,803-11.0% | $113,168-24.6% | $84,808+0.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 44.00% | 25.00%+19.0pp | 24.27%+19.7pp | 40.90%+3.1pp |
| Employer contribution / active EE | $2,089 | $2,360-11.5% | $2,975-29.8% | $2,631-20.6% |
| Participant deferral / active EE | $6,056 | $4,242+42.8% | $5,107+18.6% | $4,212+43.8% |
| Admin fee / account holder | $3,753 | $8,989-58.3% | $12,068-68.9% | $7,344-48.9% |