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 | $83,852 | $90,503-7.3% | $78,689+6.6% | $273,961-69.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.90% | 75.60%-65.7pp | 62.18%-52.3pp | 41.45%-31.6pp |
| Employer contribution / active EE | $2,653 | $3,176-16.5% | $2,851-6.9% | $4,869-45.5% |
| Participant deferral / active EE | $16,000 | $3,901+310.1% | $3,517+355.0% | $5,287+202.6% |
| Admin fee / account holder | $2,509 | $5,263-52.3% | $4,510-44.4% | $10,132-75.2% |