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 | $95,570 | $78,705+21.4% | $117,854-18.9% | $70,131+36.3% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 14.07% | 23.30%-9.2pp | 335.08%-321.0pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,737 | $2,223-21.9% | $3,786-54.1% | $2,342-25.8% |
| Participant deferral / active EE | $2,408 | $3,297-27.0% | $4,482-46.3% | $3,332-27.7% |
| Admin fee / account holder | $3,062 | $5,065-39.5% | $8,020-61.8% | $4,645-34.1% |