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 | $99,445 | $123,793-19.7% | $177,821-44.1% | $79,858+24.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 16.83% | 22.82%-6.0pp | 48.32%-31.5pp | 31.71%-14.9pp |
| Employer contribution / active EE | $6,421 | $4,095+56.8% | $5,918+8.5% | $2,471+159.9% |
| Participant deferral / active EE | $8,574 | $5,956+44.0% | $7,714+11.2% | $3,740+129.3% |
| Admin fee / account holder | $1,840 | $7,243-74.6% | $12,427-85.2% | $5,306-65.3% |