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 | $112,306 | $94,625+18.7% | $116,228-3.4% | $84,808+32.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 16.32% | 20.40%-4.1pp | 90.06%-73.7pp | 40.90%-24.6pp |
| Employer contribution / active EE | $3,126 | $2,347+33.2% | $2,994+4.4% | $2,631+18.8% |
| Participant deferral / active EE | $5,653 | $3,972+42.3% | $4,953+14.1% | $4,212+34.2% |
| Admin fee / account holder | $35,705 | $10,091+253.8% | $11,989+197.8% | $7,344+386.2% |