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 | $76,353 | $77,634-1.7% | $156,549-51.2% | $62,891+21.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 10.92% | 50.32%-39.4pp | 32.23%-21.3pp | 20.14%-9.2pp |
| Employer contribution / active EE | $4,169 | $3,444+21.1% | $5,501-24.2% | $2,281+82.8% |
| Participant deferral / active EE | $2,314 | $3,045-24.0% | $4,871-52.5% | $3,203-27.7% |
| Admin fee / account holder | $5,150 | $5,561-7.4% | $13,027-60.5% | $4,296+19.9% |