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 | $78,267 | $84,233-7.1% | $170,442-54.1% | $70,131+11.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 20.43% | 23.06%-2.6pp | 205.93%-185.5pp | 73.14%-52.7pp |
| Employer contribution / active EE | $5,720 | $3,387+68.9% | $5,433+5.3% | $2,342+144.2% |
| Participant deferral / active EE | $4,260 | $3,086+38.1% | $4,939-13.8% | $3,332+27.9% |
| Admin fee / account holder | $1,091 | $5,698-80.9% | $13,880-92.1% | $4,645-76.5% |