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 | $83,163 | $79,944+4.0% | $98,439-15.5% | $75,163+10.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 14.89% | 19.75%-4.9pp | 21.16%-6.3pp | 160.62%-145.7pp |
| Employer contribution / active EE | $2,683 | $2,264+18.5% | $3,048-12.0% | $2,670+0.5% |
| Participant deferral / active EE | $2,915 | $3,752-22.3% | $4,738-38.5% | $4,125-29.3% |
| Admin fee / account holder | $3,741 | $6,840-45.3% | $8,948-58.2% | $5,651-33.8% |