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 | $95,901 | $65,365+46.7% | $92,893+3.2% | $72,985+31.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 17.58% | 42.10%-24.5pp | 109.41%-91.8pp | 81.00%-63.4pp |
| Employer contribution / active EE | $2,106 | $2,594-18.8% | $3,653-42.4% | $2,440-13.7% |
| Participant deferral / active EE | $5,807 | $3,128+85.6% | $4,236+37.1% | $3,607+61.0% |
| Admin fee / account holder | $1,647 | $4,251-61.3% | $5,794-71.6% | $5,124-67.9% |