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 | $80,814 | $48,076+68.1% | $78,689+2.7% | $62,891+28.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.47% | 31.35%-23.9pp | 62.18%-54.7pp | 20.14%-12.7pp |
| Employer contribution / active EE | $7,093 | $2,015+252.1% | $2,851+148.8% | $2,281+211.0% |
| Participant deferral / active EE | $8,761 | $2,588+238.6% | $3,517+149.1% | $3,203+173.5% |
| Admin fee / account holder | $11,377 | $3,207+254.7% | $4,510+152.2% | $4,296+164.9% |