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 | $88,510 | $68,547+29.1% | $120,354-26.5% | $80,856+9.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 16.36% | 23.60%-7.2pp | 107.15%-90.8pp | 35.59%-19.2pp |
| Employer contribution / active EE | $1,800 | $2,051-12.2% | $3,463-48.0% | $2,755-34.6% |
| Participant deferral / active EE | $4,260 | $3,173+34.2% | $4,991-14.6% | $4,296-0.8% |
| Admin fee / account holder | $2,667 | $5,732-53.5% | $9,423-71.7% | $6,918-61.4% |