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 | $88,603 | $123,793-28.4% | $177,821-50.2% | $79,858+11.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 14.73% | 22.82%-8.1pp | 48.32%-33.6pp | 31.71%-17.0pp |
| Employer contribution / active EE | $5,724 | $4,095+39.8% | $5,918-3.3% | $2,471+131.6% |
| Participant deferral / active EE | $3,740 | $5,956-37.2% | $7,714-51.5% | $3,7400% |
| Admin fee / account holder | $5,339 | $7,243-26.3% | $12,427-57.0% | $5,306+0.6% |