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 | $81,978 | $57,065+43.7% | $75,670+8.3% | $70,131+16.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 17.35% | 23.57%-6.2pp | 27.34%-10.0pp | 73.14%-55.8pp |
| Employer contribution / active EE | $5,682 | $1,817+212.8% | $2,352+141.6% | $2,342+142.6% |
| Participant deferral / active EE | $4,333 | $2,580+67.9% | $3,142+37.9% | $3,332+30.0% |
| Admin fee / account holder | $8,791 | $3,825+129.8% | $5,800+51.6% | $4,645+89.3% |