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 | $90,832 | $89,753+1.2% | $107,525-15.5% | $84,808+7.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 18.62% | 29.48%-10.9pp | 181.32%-162.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $2,391 | $3,113-23.2% | $3,754-36.3% | $2,631-9.1% |
| Participant deferral / active EE | $5,978 | $4,056+47.4% | $5,116+16.9% | $4,212+41.9% |
| Admin fee / account holder | $874 | $7,222-87.9% | $8,919-90.2% | $7,344-88.1% |