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 | $74,082 | $58,512+26.6% | $84,015-11.8% | $72,985+1.5% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 20.07% | 28.93%-8.9pp | 71.31%-51.2pp | 81.00%-60.9pp |
| Employer contribution / active EE | $6,890 | $1,163+492.4% | $1,983+247.4% | $2,440+182.4% |
| Participant deferral / active EE | $2,867 | $2,394+19.8% | $3,239-11.5% | $3,607-20.5% |
| Admin fee / account holder | $1,059 | $4,569-76.8% | $6,101-82.6% | $5,124-79.3% |