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 | $89,754 | $89,7530% | $107,525-16.5% | $84,808+5.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 16.17% | 29.48%-13.3pp | 181.32%-165.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $4,059 | $3,113+30.4% | $3,754+8.1% | $2,631+54.3% |
| Participant deferral / active EE | $6,815 | $4,056+68.0% | $5,116+33.2% | $4,212+61.8% |
| Admin fee / account holder | $3,296 | $7,222-54.4% | $8,919-63.0% | $7,344-55.1% |