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 | $93,845 | $69,977+34.1% | $108,579-13.6% | $62,891+49.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 8.82% | 10.73%-1.9pp | -51.70%+60.5pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,681 | $2,135-21.2% | $3,758-55.3% | $2,281-26.3% |
| Participant deferral / active EE | $2,402 | $3,165-24.1% | $4,311-44.3% | $3,203-25.0% |
| Admin fee / account holder | $3,541 | $5,076-30.3% | $7,645-53.7% | $4,296-17.6% |