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 | $75,845 | $64,839+17.0% | $95,585-20.7% | $84,808-10.6% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 16.77% | -670.96%+687.7pp | 38.56%-21.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $4,578 | $1,759+160.3% | $2,527+81.2% | $2,631+74.0% |
| Participant deferral / active EE | $2,927 | $2,965-1.3% | $4,023-27.2% | $4,212-30.5% |
| Admin fee / account holder | $1,147 | $5,964-80.8% | $6,127-81.3% | $7,344-84.4% |