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 | $87,787 | $77,634+13.1% | $156,549-43.9% | $62,891+39.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 14.20% | 50.32%-36.1pp | 32.23%-18.0pp | 20.14%-5.9pp |
| Employer contribution / active EE | $3,054 | $3,444-11.3% | $5,501-44.5% | $2,281+33.9% |
| Participant deferral / active EE | $4,847 | $3,045+59.2% | $4,871-0.5% | $3,203+51.3% |
| Admin fee / account holder | $1,119 | $5,561-79.9% | $13,027-91.4% | $4,296-74.0% |