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 | $88,924 | $60,022+48.2% | $88,9460% | $84,808+4.9% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 13.81% | 22.43%-8.6pp | 57.82%-44.0pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,134 | $1,703+25.3% | $2,555-16.5% | $2,631-18.9% |
| Participant deferral / active EE | $6,885 | $3,114+121.1% | $4,581+50.3% | $4,212+63.5% |
| Admin fee / account holder | $1,542 | $4,811-67.9% | $8,261-81.3% | $7,344-79.0% |