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 | $89,615 | $109,881-18.4% | $150,045-40.3% | $84,808+5.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 20.08% | 28.25%-8.2pp | 62.55%-42.5pp | 40.90%-20.8pp |
| Employer contribution / active EE | $3,603 | $3,561+1.2% | $4,693-23.2% | $2,631+36.9% |
| Participant deferral / active EE | $11,398 | $6,636+71.8% | $7,997+42.5% | $4,212+170.6% |
| Admin fee / account holder | $15,233 | $8,568+77.8% | $13,435+13.4% | $7,344+107.4% |