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 | $93,798 | $81,248+15.4% | $155,509-39.7% | $80,856+16.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.27% | 33.31%-22.0pp | 64.67%-53.4pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,926 | $3,100-37.9% | $4,672-58.8% | $2,755-30.1% |
| Participant deferral / active EE | $5,106 | $3,452+47.9% | $5,626-9.3% | $4,296+18.8% |
| Admin fee / account holder | $582 | $7,997-92.7% | $15,912-96.3% | $6,918-91.6% |