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 | $95,421 | $71,050+34.3% | $93,606+1.9% | $80,856+18.0% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 14.60% | 11.26%+3.3pp | 133.20%-118.6pp | 35.59%-21.0pp |
| Employer contribution / active EE | $4,511 | $1,564+188.5% | $2,420+86.4% | $2,755+63.7% |
| Participant deferral / active EE | $4,790 | $4,034+18.8% | $4,411+8.6% | $4,296+11.5% |
| Admin fee / account holder | $12,017 | $6,945+73.0% | $8,285+45.0% | $6,918+73.7% |