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 | $83,792 | $69,977+19.7% | $108,579-22.8% | $62,891+33.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 10.26% | 10.73%-0.5pp | -51.70%+62.0pp | 20.14%-9.9pp |
| Employer contribution / active EE | $1,485 | $2,135-30.4% | $3,758-60.5% | $2,281-34.9% |
| Participant deferral / active EE | $3,019 | $3,165-4.6% | $4,311-30.0% | $3,203-5.7% |
| Admin fee / account holder | $5,500 | $5,076+8.3% | $7,645-28.1% | $4,296+28.0% |