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 | $90,727 | $78,705+15.3% | $117,854-23.0% | $70,131+29.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 12.60% | 23.30%-10.7pp | 335.08%-322.5pp | 73.14%-60.5pp |
| Employer contribution / active EE | $1,645 | $2,223-26.0% | $3,786-56.6% | $2,342-29.8% |
| Participant deferral / active EE | $4,909 | $3,297+48.9% | $4,482+9.5% | $3,332+47.3% |
| Admin fee / account holder | $3,556 | $5,065-29.8% | $8,020-55.7% | $4,645-23.4% |