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 6-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 | $82,742 | $81,208+1.9% | $98,907-16.3% | $79,858+3.6% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 16.33% | 60.99%-44.7pp | 196.43%-180.1pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,844 | $1,960-5.9% | $2,689-31.4% | $2,471-25.3% |
| Participant deferral / active EE | $3,572 | $3,265+9.4% | $4,244-15.8% | $3,740-4.5% |
| Admin fee / account holder | $4,210 | $6,013-30.0% | $6,642-36.6% | $5,306-20.7% |