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 | $104,992 | $88,707+18.4% | $74,183+41.5% | $273,961-61.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.41% | 11.94%-5.5pp | 17.74%-11.3pp | 41.45%-35.0pp |
| Employer contribution / active EE | $5,527 | $3,159+75.0% | $2,370+133.2% | $4,869+13.5% |
| Participant deferral / active EE | $3,608 | $4,212-14.3% | $3,550+1.7% | $5,287-31.7% |
| Admin fee / account holder | $8,352 | $8,717-4.2% | $5,586+49.5% | $10,132-17.6% |