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 | $90,883 | $89,753+1.3% | $107,525-15.5% | $84,808+7.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 13.63% | 29.48%-15.8pp | 181.32%-167.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $4,950 | $3,113+59.0% | $3,754+31.9% | $2,631+88.1% |
| Participant deferral / active EE | $5,984 | $4,056+47.5% | $5,116+17.0% | $4,212+42.1% |
| Admin fee / account holder | $13,530 | $7,222+87.3% | $8,919+51.7% | $7,344+84.2% |