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 | $92,856 | $71,370+30.1% | $78,805+17.8% | $71,370+30.1% |
| Participation rate | 100.0% | 55.1%+44.9pp | 73.6%+26.4pp | 55.1%+44.9pp |
| Annual return | 18.80% | 15.87%+2.9pp | -2.71%+21.5pp | 15.87%+2.9pp |
| Employer contribution / active EE | $2,724 | $1,874+45.3% | $4,059-32.9% | $1,874+45.3% |
| Participant deferral / active EE | $4,250 | $2,656+60.0% | $3,584+18.6% | $2,656+60.0% |
| Admin fee / account holder | $3,746 | $6,050-38.1% | $5,677-34.0% | $6,050-38.1% |