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 | $87,609 | $85,202+2.8% | $172,739-49.3% | $72,985+20.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.06% | 27.32%-11.3pp | 802.84%-786.8pp | 81.00%-64.9pp |
| Employer contribution / active EE | $4,441 | $3,324+33.6% | $5,143-13.6% | $2,440+82.0% |
| Participant deferral / active EE | $4,025 | $3,260+23.4% | $5,198-22.6% | $3,607+11.6% |
| Admin fee / account holder | $1,627 | $5,884-72.3% | $13,954-88.3% | $5,124-68.2% |