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 | $82,806 | $65,041+27.3% | $90,951-9.0% | $79,858+3.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 11.66% | 30.45%-18.8pp | 134.60%-122.9pp | 31.71%-20.1pp |
| Employer contribution / active EE | $7,459 | $1,247+498.0% | $2,122+251.5% | $2,471+201.9% |
| Participant deferral / active EE | $2,764 | $2,512+10.0% | $3,373-18.1% | $3,740-26.1% |
| Admin fee / account holder | $1,860 | $4,536-59.0% | $5,959-68.8% | $5,306-65.0% |