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 | $82,644 | $85,766-3.6% | $136,294-39.4% | $70,131+17.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.08% | 31.45%-14.4pp | 5155.94%-5138.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $2,708 | $2,966-8.7% | $4,695-42.3% | $2,342+15.6% |
| Participant deferral / active EE | $5,449 | $5,051+7.9% | $6,247-12.8% | $3,332+63.6% |
| Admin fee / account holder | $8,280 | $5,420+52.8% | $9,243-10.4% | $4,645+78.2% |