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 | $92,123 | $109,881-16.2% | $150,045-38.6% | $84,808+8.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.19% | 28.25%-14.1pp | 62.55%-48.4pp | 40.90%-26.7pp |
| Employer contribution / active EE | $5,700 | $3,561+60.1% | $4,693+21.4% | $2,631+116.6% |
| Participant deferral / active EE | $8,723 | $6,636+31.4% | $7,997+9.1% | $4,212+107.1% |
| Admin fee / account holder | $17,821 | $8,568+108.0% | $13,435+32.6% | $7,344+142.7% |