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 | $84,497 | $96,128-12.1% | $136,007-37.9% | $80,856+4.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 13.50% | 28.71%-15.2pp | 579.32%-565.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $6,020 | $3,351+79.6% | $4,217+42.8% | $2,755+118.5% |
| Participant deferral / active EE | $3,519 | $5,709-38.4% | $7,025-49.9% | $4,296-18.1% |
| Admin fee / account holder | $6,601 | $8,236-19.9% | $6,858-3.8% | $6,918-4.6% |