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 | $81,867 | $65,395+25.2% | $182,532-55.1% | $72,985+12.2% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 18.85% | 27.68%-8.8pp | 148.54%-129.7pp | 81.00%-62.2pp |
| Employer contribution / active EE | $4,786 | $1,911+150.4% | $4,076+17.4% | $2,440+96.2% |
| Participant deferral / active EE | $5,589 | $3,563+56.9% | $5,524+1.2% | $3,607+54.9% |
| Admin fee / account holder | $413 | $4,245-90.3% | $8,592-95.2% | $5,124-91.9% |