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 | $100,720 | $94,625+6.4% | $116,228-13.3% | $84,808+18.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 14.25% | 20.40%-6.2pp | 90.06%-75.8pp | 40.90%-26.6pp |
| Employer contribution / active EE | $4,732 | $2,347+101.6% | $2,994+58.0% | $2,631+79.8% |
| Participant deferral / active EE | $7,506 | $3,972+89.0% | $4,953+51.5% | $4,212+78.2% |
| Admin fee / account holder | $26,083 | $10,091+158.5% | $11,989+117.6% | $7,344+255.2% |