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 | $107,457 | $83,477+28.7% | $125,175-14.2% | $72,985+47.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 20.94% | 25.78%-4.8pp | 43.79%-22.8pp | 81.00%-60.1pp |
| Employer contribution / active EE | $2,563 | $2,345+9.3% | $3,865-33.7% | $2,440+5.1% |
| Participant deferral / active EE | $6,428 | $3,585+79.3% | $4,937+30.2% | $3,607+78.2% |
| Admin fee / account holder | $824 | $5,517-85.1% | $9,702-91.5% | $5,124-83.9% |