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 | $91,578 | $109,881-16.7% | $150,045-39.0% | $84,808+8.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 33.83% | 28.25%+5.6pp | 62.55%-28.7pp | 40.90%-7.1pp |
| Employer contribution / active EE | $5,601 | $3,561+57.3% | $4,693+19.4% | $2,631+112.9% |
| Participant deferral / active EE | $10,685 | $6,636+61.0% | $7,997+33.6% | $4,212+153.7% |
| Admin fee / account holder | $9,857 | $8,568+15.0% | $13,435-26.6% | $7,344+34.2% |