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 5-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 | $93,977 | $81,248+15.7% | $155,509-39.6% | $80,856+16.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.83% | 33.31%-20.5pp | 64.67%-51.8pp | 35.59%-22.8pp |
| Employer contribution / active EE | $8,308 | $3,100+168.0% | $4,672+77.8% | $2,755+201.6% |
| Participant deferral / active EE | $7,413 | $3,452+114.8% | $5,626+31.8% | $4,296+72.6% |
| Admin fee / account holder | $10,599 | $7,997+32.5% | $15,912-33.4% | $6,918+53.2% |