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 | $96,997 | $72,492+33.8% | $87,100+11.4% | $72,985+32.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.55% | 24.46%-5.9pp | 28.19%-9.6pp | 81.00%-62.4pp |
| Employer contribution / active EE | $622 | $1,894-67.2% | $2,521-75.3% | $2,440-74.5% |
| Participant deferral / active EE | $2,621 | $3,270-19.8% | $4,049-35.3% | $3,607-27.3% |
| Admin fee / account holder | $2,473 | $5,055-51.1% | $7,497-67.0% | $5,124-51.7% |