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 | $89,675 | $85,766+4.6% | $136,294-34.2% | $70,131+27.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.46% | 31.45%-13.0pp | 5155.94%-5137.5pp | 73.14%-54.7pp |
| Employer contribution / active EE | $6,565 | $2,966+121.3% | $4,695+39.8% | $2,342+180.3% |
| Participant deferral / active EE | $7,750 | $5,051+53.4% | $6,247+24.1% | $3,332+132.6% |
| Admin fee / account holder | $973 | $5,420-82.0% | $9,243-89.5% | $4,645-79.1% |