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 | $77,888 | $91,190-14.6% | $178,490-56.4% | $79,858-2.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.72% | 24.19%-9.5pp | 151.07%-136.4pp | 31.71%-17.0pp |
| Employer contribution / active EE | $3,135 | $3,256-3.7% | $5,011-37.4% | $2,471+26.9% |
| Participant deferral / active EE | $4,123 | $3,236+27.4% | $5,202-20.7% | $3,740+10.2% |
| Admin fee / account holder | $8,362 | $6,751+23.9% | $13,984-40.2% | $5,306+57.6% |