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 | $80,924 | $64,324+25.8% | $118,925-32.0% | $79,858+1.3% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 15.32% | 86.45%-71.1pp | 35.88%-20.6pp | 31.71%-16.4pp |
| Employer contribution / active EE | $3,516 | $1,836+91.5% | $3,263+7.8% | $2,471+42.3% |
| Participant deferral / active EE | $2,728 | $2,824-3.4% | $4,265-36.0% | $3,740-27.1% |
| Admin fee / account holder | $1,980 | $4,040-51.0% | $6,581-69.9% | $5,306-62.7% |