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 9-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 | $80,413 | $65,365+23.0% | $92,893-13.4% | $72,985+10.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 29.86% | 42.10%-12.2pp | 109.41%-79.6pp | 81.00%-51.1pp |
| Employer contribution / active EE | $3,125 | $2,594+20.5% | $3,653-14.4% | $2,440+28.1% |
| Participant deferral / active EE | $6,717 | $3,128+114.7% | $4,236+58.6% | $3,607+86.2% |
| Admin fee / account holder | $468 | $4,251-89.0% | $5,794-91.9% | $5,124-90.9% |