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 | $89,214 | $80,717+10.5% | $154,803-42.4% | $84,808+5.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.90% | 37.96%-21.1pp | 58.88%-42.0pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,689 | $2,761-38.9% | $4,305-60.8% | $2,631-35.8% |
| Participant deferral / active EE | $4,445 | $3,303+34.6% | $5,540-19.8% | $4,212+5.5% |
| Admin fee / account holder | $1,664 | $6,746-75.3% | $14,329-88.4% | $7,344-77.3% |