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 | $90,142 | $99,985-9.8% | $146,665-38.5% | $85,850+5.0% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 15.72% | 18.93%-3.2pp | 22.74%-7.0pp | 318.53%-302.8pp |
| Employer contribution / active EE | $1,725 | $2,559-32.6% | $4,136-58.3% | $2,565-32.8% |
| Participant deferral / active EE | $2,663 | $4,006-33.5% | $5,506-51.6% | $3,952-32.6% |
| Admin fee / account holder | $9,085 | $7,702+18.0% | $10,280-11.6% | $6,260+45.1% |