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 | $97,319 | $81,460+19.5% | $103,333-5.8% | $80,856+20.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.62% | 25.55%-14.9pp | 24.88%-14.3pp | 35.59%-25.0pp |
| Employer contribution / active EE | $6,792 | $3,105+118.7% | $3,868+75.6% | $2,755+146.6% |
| Participant deferral / active EE | $13,144 | $3,869+239.8% | $5,057+159.9% | $4,296+206.0% |
| Admin fee / account holder | $2,103 | $6,566-68.0% | $8,355-74.8% | $6,918-69.6% |