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 | $90,276 | $77,634+16.3% | $156,549-42.3% | $62,891+43.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 4.86% | 50.32%-45.5pp | 32.23%-27.4pp | 20.14%-15.3pp |
| Employer contribution / active EE | $1,146 | $3,444-66.7% | $5,501-79.2% | $2,281-49.7% |
| Participant deferral / active EE | $2,673 | $3,045-12.2% | $4,871-45.1% | $3,203-16.5% |
| Admin fee / account holder | $4,197 | $5,561-24.5% | $13,027-67.8% | $4,296-2.3% |