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 | $82,961 | $72,012+15.2% | $185,823-55.4% | $79,858+3.9% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 11.75% | 23.12%-11.4pp | 35.95%-24.2pp | 31.71%-20.0pp |
| Employer contribution / active EE | $2,175 | $1,965+10.7% | $4,087-46.8% | $2,471-12.0% |
| Participant deferral / active EE | $5,455 | $3,779+44.4% | $5,632-3.1% | $3,740+45.9% |
| Admin fee / account holder | $666 | $4,513-85.2% | $9,500-93.0% | $5,306-87.4% |