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 | $95,592 | $65,365+46.2% | $92,893+2.9% | $72,985+31.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 17.21% | 42.10%-24.9pp | 109.41%-92.2pp | 81.00%-63.8pp |
| Employer contribution / active EE | $2,972 | $2,594+14.6% | $3,653-18.6% | $2,440+21.8% |
| Participant deferral / active EE | $3,324 | $3,128+6.3% | $4,236-21.5% | $3,607-7.8% |
| Admin fee / account holder | $820 | $4,251-80.7% | $5,794-85.9% | $5,124-84.0% |