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 | $89,833 | $77,899+15.3% | $149,673-40.0% | $75,163+19.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.23% | 31.72%-14.5pp | 134.42%-117.2pp | 160.62%-143.4pp |
| Employer contribution / active EE | $4,282 | $3,137+36.5% | $4,818-11.1% | $2,670+60.4% |
| Participant deferral / active EE | $3,938 | $3,411+15.5% | $5,680-30.7% | $4,125-4.5% |
| Admin fee / account holder | $2,567 | $5,956-56.9% | $13,210-80.6% | $5,651-54.6% |