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 | $82,657 | $48,076+71.9% | $78,689+5.0% | $62,891+31.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.81% | 31.35%-23.5pp | 62.18%-54.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $2,054 | $2,015+2.0% | $2,851-27.9% | $2,281-9.9% |
| Participant deferral / active EE | $4,914 | $2,588+89.9% | $3,517+39.7% | $3,203+53.4% |
| Admin fee / account holder | $3,303 | $3,207+3.0% | $4,510-26.8% | $4,296-23.1% |