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 | $79,226 | $79,944-0.9% | $98,439-19.5% | $75,163+5.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 13.51% | 19.75%-6.2pp | 21.16%-7.7pp | 160.62%-147.1pp |
| Employer contribution / active EE | $3,641 | $2,264+60.8% | $3,048+19.4% | $2,670+36.4% |
| Participant deferral / active EE | $3,185 | $3,752-15.1% | $4,738-32.8% | $4,125-22.8% |
| Admin fee / account holder | $8,333 | $6,840+21.8% | $8,948-6.9% | $5,651+47.5% |