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 9-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 | $97,485 | $72,277+34.9% | $101,248-3.7% | $79,858+22.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 16.12% | 22.30%-6.2pp | 46.47%-30.3pp | 31.71%-15.6pp |
| Employer contribution / active EE | $4,829 | $2,692+79.4% | $3,660+32.0% | $2,471+95.4% |
| Participant deferral / active EE | $3,297 | $3,282+0.5% | $4,370-24.6% | $3,740-11.8% |
| Admin fee / account holder | $2,619 | $4,400-40.5% | $5,945-56.0% | $5,306-50.6% |