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 | $91,586 | $54,541+67.9% | $78,778+16.3% | $70,131+30.6% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 14.57% | 21.07%-6.5pp | 35.62%-21.1pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,582 | $1,089+45.4% | $1,986-20.3% | $2,342-32.4% |
| Participant deferral / active EE | $5,003 | $2,210+126.4% | $2,958+69.1% | $3,332+50.2% |
| Admin fee / account holder | $6,084 | $3,709+64.0% | $5,134+18.5% | $4,645+31.0% |