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 | $93,302 | $57,065+63.5% | $75,670+23.3% | $70,131+33.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 13.95% | 23.57%-9.6pp | 27.34%-13.4pp | 73.14%-59.2pp |
| Employer contribution / active EE | $5,015 | $1,817+176.1% | $2,352+113.3% | $2,342+114.1% |
| Participant deferral / active EE | $4,876 | $2,580+89.0% | $3,142+55.2% | $3,332+46.3% |
| Admin fee / account holder | $895 | $3,825-76.6% | $5,800-84.6% | $4,645-80.7% |