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 | $84,633 | $73,933+14.5% | $96,683-12.5% | $75,163+12.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 18.48% | 26.70%-8.2pp | 35.69%-17.2pp | 160.62%-142.1pp |
| Employer contribution / active EE | $2,232 | $2,928-23.8% | $3,737-40.3% | $2,670-16.4% |
| Participant deferral / active EE | $5,343 | $3,659+46.0% | $4,878+9.5% | $4,125+29.5% |
| Admin fee / account holder | $11,635 | $5,216+123.1% | $6,730+72.9% | $5,651+105.9% |