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 | $85,666 | $118,427-27.7% | $66,042+29.7% | $142,382-39.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 18.76% | 35.57%-16.8pp | 52.11%-33.4pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,166 | $2,570-15.7% | $1,579+37.2% | $4,299-49.6% |
| Participant deferral / active EE | $6,883 | $4,311+59.7% | $2,835+142.8% | $6,507+5.8% |
| Admin fee / account holder | $2,243 | $9,593-76.6% | $5,747-61.0% | $12,624-82.2% |