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 | $81,281 | $78,422+3.6% | $95,952-15.3% | $79,858+1.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 15.90% | 19.37%-3.5pp | 91.61%-75.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $2,119 | $1,945+9.0% | $2,541-16.6% | $2,471-14.2% |
| Participant deferral / active EE | $4,637 | $3,440+34.8% | $4,167+11.3% | $3,740+24.0% |
| Admin fee / account holder | $3,562 | $5,622-36.6% | $6,795-47.6% | $5,306-32.9% |