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 | $85,474 | $72,492+17.9% | $87,100-1.9% | $72,985+17.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 22.38% | 24.46%-2.1pp | 28.19%-5.8pp | 81.00%-58.6pp |
| Employer contribution / active EE | $1,192 | $1,894-37.0% | $2,521-52.7% | $2,440-51.1% |
| Participant deferral / active EE | $7,275 | $3,270+122.5% | $4,049+79.7% | $3,607+101.7% |
| Admin fee / account holder | $9,954 | $5,055+96.9% | $7,497+32.8% | $5,124+94.3% |