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 | $83,423 | $48,076+73.5% | $78,689+6.0% | $62,891+32.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 5.56% | 31.35%-25.8pp | 62.18%-56.6pp | 20.14%-14.6pp |
| Employer contribution / active EE | $2,786 | $2,015+38.3% | $2,851-2.3% | $2,281+22.2% |
| Participant deferral / active EE | $5,692 | $2,588+120.0% | $3,517+61.9% | $3,203+77.7% |
| Admin fee / account holder | $14,996 | $3,207+367.6% | $4,510+232.5% | $4,296+249.1% |