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 | $90,620 | $101,724-10.9% | $164,813-45.0% | $80,856+12.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 13.53% | 16.72%-3.2pp | 69.93%-56.4pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,813 | $2,953-38.6% | $4,341-58.2% | $2,755-34.2% |
| Participant deferral / active EE | $2,138 | $4,477-52.3% | $6,031-64.6% | $4,296-50.2% |
| Admin fee / account holder | $2,165 | $8,227-73.7% | $12,690-82.9% | $6,918-68.7% |