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 | $104,425 | $81,460+28.2% | $103,333+1.1% | $80,856+29.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.46% | 25.55%-13.1pp | 24.88%-12.4pp | 35.59%-23.1pp |
| Employer contribution / active EE | $5,459 | $3,105+75.8% | $3,868+41.1% | $2,755+98.2% |
| Participant deferral / active EE | $6,773 | $3,869+75.1% | $5,057+33.9% | $4,296+57.7% |
| Admin fee / account holder | $3,981 | $6,566-39.4% | $8,355-52.3% | $6,918-42.5% |