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 | $90,003 | $58,851+52.9% | $115,157-21.8% | $72,985+23.3% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 17.97% | 23.16%-5.2pp | 35.60%-17.6pp | 81.00%-63.0pp |
| Employer contribution / active EE | $4,150 | $1,798+130.8% | $3,179+30.6% | $2,440+70.1% |
| Participant deferral / active EE | $5,431 | $2,643+105.5% | $4,168+30.3% | $3,607+50.6% |
| Admin fee / account holder | $4,082 | $6,370-35.9% | $7,088-42.4% | $5,124-20.3% |