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 | $85,794 | $103,966-17.5% | $112,887-24.0% | $75,163+14.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 18.87% | 24.54%-5.7pp | 34.10%-15.2pp | 160.62%-141.7pp |
| Employer contribution / active EE | $5,264 | $3,870+36.0% | $4,563+15.3% | $2,670+97.2% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $6,513-100.0% | $4,125-100.0% |
| Admin fee / account holder | $3,108 | $7,663-59.4% | $7,047-55.9% | $5,651-45.0% |