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 8-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 | $78,861 | $63,355+24.5% | $91,989-14.3% | $72,985+8.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 22.92% | 35.35%-12.4pp | 69.02%-46.1pp | 81.00%-58.1pp |
| Employer contribution / active EE | $5,284 | $2,116+149.8% | $3,452+53.1% | $2,440+116.6% |
| Participant deferral / active EE | $6,136 | $4,883+25.7% | $5,923+3.6% | $3,607+70.1% |
| Admin fee / account holder | $1,663 | $4,668-64.4% | $7,743-78.5% | $5,124-67.5% |