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 5-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 | $83,659 | $79,013+5.9% | $100,391-16.7% | $74,495+12.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 19.47% | 20.41%-0.9pp | 49.20%-29.7pp | 1364.94%-1345.5pp |
| Employer contribution / active EE | $6,493 | $3,021+114.9% | $3,942+64.7% | $2,623+147.5% |
| Participant deferral / active EE | $14,314 | $7,760+84.5% | $8,082+77.1% | $4,346+229.4% |
| Admin fee / account holder | $1,233 | $1,320-6.6% | $7,899-84.4% | $1,942-36.5% |