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 | $91,677 | $57,541+59.3% | $95,745-4.2% | $75,163+22.0% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 20.16% | 34.93%-14.8pp | 28.35%-8.2pp | 160.62%-140.5pp |
| Employer contribution / active EE | $5,418 | $1,808+199.7% | $2,835+91.2% | $2,670+103.0% |
| Participant deferral / active EE | $3,166 | $3,074+3.0% | $4,245-25.4% | $4,125-23.3% |
| Admin fee / account holder | $12,188 | $4,099+197.4% | $5,678+114.7% | $5,651+115.7% |