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 | $110,954 | $93,071+19.2% | $74,583+48.8% | $273,961-59.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.00% | 26.18%-19.2pp | 20.47%-13.5pp | 41.45%-34.5pp |
| Employer contribution / active EE | $5,769 | $3,160+82.6% | $2,525+128.5% | $4,869+18.5% |
| Participant deferral / active EE | $3,492 | $4,160-16.1% | $3,458+1.0% | $5,287-34.0% |
| Admin fee / account holder | $10,050 | $5,272+90.6% | $4,138+142.9% | $10,132-0.8% |