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 | $82,956 | $64,839+27.9% | $95,585-13.2% | $84,808-2.2% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 17.81% | -670.96%+688.8pp | 38.56%-20.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,796 | $1,759+59.0% | $2,527+10.7% | $2,631+6.3% |
| Participant deferral / active EE | $3,006 | $2,965+1.4% | $4,023-25.3% | $4,212-28.6% |
| Admin fee / account holder | $2,017 | $5,964-66.2% | $6,127-67.1% | $7,344-72.5% |