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 | $92,551 | $81,460+13.6% | $103,333-10.4% | $80,856+14.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.37% | 25.55%-14.2pp | 24.88%-13.5pp | 35.59%-24.2pp |
| Employer contribution / active EE | $3,539 | $3,105+14.0% | $3,868-8.5% | $2,755+28.5% |
| Participant deferral / active EE | $9,151 | $3,869+136.6% | $5,057+80.9% | $4,296+113.0% |
| Admin fee / account holder | $20,934 | $6,566+218.8% | $8,355+150.6% | $6,918+202.6% |