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 | $95,806 | $103,949-7.8% | $69,182+38.5% | $273,961-65.0% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 6.02% | 35.28%-29.3pp | -21.93%+28.0pp | 41.45%-35.4pp |
| Employer contribution / active EE | $6,463 | $1,783+262.5% | $1,206+435.8% | $4,869+32.8% |
| Participant deferral / active EE | $3,000 | $2,716+10.4% | $1,897+58.1% | $5,287-43.3% |
| Admin fee / account holder | $2,103 | $3,671-42.7% | $2,697-22.0% | $10,132-79.2% |