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 | $87,320 | $83,477+4.6% | $125,175-30.2% | $72,985+19.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 20.42% | 25.78%-5.4pp | 43.79%-23.4pp | 81.00%-60.6pp |
| Employer contribution / active EE | $786 | $2,345-66.5% | $3,865-79.7% | $2,440-67.8% |
| Participant deferral / active EE | $3,643 | $3,585+1.6% | $4,937-26.2% | $3,607+1.0% |
| Admin fee / account holder | $16,993 | $5,517+208.0% | $9,702+75.1% | $5,124+231.6% |