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 | $80,822 | $89,355-9.5% | $141,162-42.7% | $72,985+10.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.51% | 111.85%-90.3pp | 71.39%-49.9pp | 81.00%-59.5pp |
| Employer contribution / active EE | $4,035 | $3,114+29.6% | $4,735-14.8% | $2,440+65.4% |
| Participant deferral / active EE | $6,017 | $5,418+11.1% | $6,709-10.3% | $3,607+66.8% |
| Admin fee / account holder | $7,638 | $5,958+28.2% | $10,261-25.6% | $5,124+49.1% |