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 | $97,887 | $80,717+21.3% | $154,803-36.8% | $84,808+15.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 18.17% | 37.96%-19.8pp | 58.88%-40.7pp | 40.90%-22.7pp |
| Employer contribution / active EE | $6,121 | $2,761+121.7% | $4,305+42.2% | $2,631+132.7% |
| Participant deferral / active EE | $5,708 | $3,303+72.8% | $5,540+3.0% | $4,212+35.5% |
| Admin fee / account holder | $724 | $6,746-89.3% | $14,329-94.9% | $7,344-90.1% |