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 | $104,154 | $71,050+46.6% | $93,606+11.3% | $80,856+28.8% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 12.45% | 11.26%+1.2pp | 133.20%-120.7pp | 35.59%-23.1pp |
| Employer contribution / active EE | $793 | $1,564-49.3% | $2,420-67.2% | $2,755-71.2% |
| Participant deferral / active EE | $5,482 | $4,034+35.9% | $4,411+24.3% | $4,296+27.6% |
| Admin fee / account holder | $19,351 | $6,945+178.6% | $8,285+133.6% | $6,918+179.7% |