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 | $94,234 | $109,881-14.2% | $150,045-37.2% | $84,808+11.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 19.57% | 28.25%-8.7pp | 62.55%-43.0pp | 40.90%-21.3pp |
| Employer contribution / active EE | $4,696 | $3,561+31.9% | $4,693+0.1% | $2,631+78.5% |
| Participant deferral / active EE | $7,510 | $6,636+13.2% | $7,997-6.1% | $4,212+78.3% |
| Admin fee / account holder | $439 | $8,568-94.9% | $13,435-96.7% | $7,344-94.0% |