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 | $84,664 | $81,248+4.2% | $155,509-45.6% | $80,856+4.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 16.66% | 33.31%-16.7pp | 64.67%-48.0pp | 35.59%-18.9pp |
| Employer contribution / active EE | $6,205 | $3,100+100.2% | $4,672+32.8% | $2,755+125.3% |
| Participant deferral / active EE | $5,210 | $3,452+50.9% | $5,626-7.4% | $4,296+21.3% |
| Admin fee / account holder | $1,449 | $7,997-81.9% | $15,912-90.9% | $6,918-79.1% |