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 | $98,106 | $140,986-30.4% | $198,754-50.6% | $116,875-16.1% |
| Participation rate | 100.0% | 77.3%+22.7pp | 81.4%+18.6pp | 74.5%+25.5pp |
| Annual return | 13.83% | 18.14%-4.3pp | 4947.04%-4933.2pp | 16.29%-2.5pp |
| Employer contribution / active EE | $5,594 | $4,137+35.2% | $4,008+39.6% | $3,288+70.1% |
| Participant deferral / active EE | $0 | $3,620-100.0% | $4,138-100.0% | $3,885-100.0% |
| Admin fee / account holder | $5,640 | $11,748-52.0% | $12,082-53.3% | $12,263-54.0% |