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 | $79,611 | $65,395+21.7% | $182,532-56.4% | $72,985+9.1% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 23.63% | 27.68%-4.1pp | 148.54%-124.9pp | 81.00%-57.4pp |
| Employer contribution / active EE | $510 | $1,911-73.3% | $4,076-87.5% | $2,440-79.1% |
| Participant deferral / active EE | $4,495 | $3,563+26.2% | $5,524-18.6% | $3,607+24.6% |
| Admin fee / account holder | $658 | $4,245-84.5% | $8,592-92.3% | $5,124-87.2% |