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 | $80,662 | $88,042-8.4% | $138,135-41.6% | $79,858+1.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.7%+21.3pp | 69.6%+30.4pp |
| Annual return | 11.38% | 20.58%-9.2pp | 20.51%-9.1pp | 31.71%-20.3pp |
| Employer contribution / active EE | $4,160 | $3,103+34.1% | $5,587-25.5% | $2,471+68.4% |
| Participant deferral / active EE | $2,708 | $4,704-42.4% | $6,431-57.9% | $3,740-27.6% |
| Admin fee / account holder | $3,613 | $7,791-53.6% | $11,856-69.5% | $5,306-31.9% |