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 | $80,465 | $65,365+23.1% | $92,893-13.4% | $72,985+10.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 29.12% | 42.10%-13.0pp | 109.41%-80.3pp | 81.00%-51.9pp |
| Employer contribution / active EE | $2,514 | $2,594-3.1% | $3,653-31.2% | $2,440+3.0% |
| Participant deferral / active EE | $4,320 | $3,128+38.1% | $4,236+2.0% | $3,607+19.7% |
| Admin fee / account holder | $305 | $4,251-92.8% | $5,794-94.7% | $5,124-94.1% |