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 | $79,297 | $67,411+17.6% | $91,001-12.9% | $70,131+13.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 14.29% | -40.16%+54.5pp | 4.60%+9.7pp | 73.14%-58.8pp |
| Employer contribution / active EE | $6,171 | $1,786+245.5% | $2,456+151.3% | $2,342+163.4% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,547-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,887 | $4,236-31.9% | $5,417-46.7% | $4,645-37.9% |