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 | $87,082 | $73,933+17.8% | $96,683-9.9% | $75,163+15.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 21.23% | 26.70%-5.5pp | 35.69%-14.5pp | 160.62%-139.4pp |
| Employer contribution / active EE | $3,081 | $2,928+5.2% | $3,737-17.5% | $2,670+15.4% |
| Participant deferral / active EE | $5,128 | $3,659+40.2% | $4,878+5.1% | $4,125+24.3% |
| Admin fee / account holder | $2,118 | $5,216-59.4% | $6,730-68.5% | $5,651-62.5% |