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 | $89,443 | $49,227+81.7% | $70,449+27.0% | $79,858+12.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 9.38% | 30.06%-20.7pp | 109.03%-99.6pp | 31.71%-22.3pp |
| Employer contribution / active EE | $3,273 | $2,099+55.9% | $2,737+19.6% | $2,471+32.5% |
| Participant deferral / active EE | $3,341 | $2,768+20.7% | $3,709-9.9% | $3,740-10.7% |
| Admin fee / account holder | $10,895 | $2,878+278.6% | $3,845+183.3% | $5,306+105.3% |