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 | $90,057 | $109,881-18.0% | $150,045-40.0% | $84,808+6.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.44% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,116 | $3,561-40.6% | $4,693-54.9% | $2,631-19.6% |
| Participant deferral / active EE | $5,709 | $6,636-14.0% | $7,997-28.6% | $4,212+35.6% |
| Admin fee / account holder | $14,750 | $8,568+72.2% | $13,435+9.8% | $7,344+100.9% |