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 | $113,937 | $58,512+94.7% | $84,015+35.6% | $72,985+56.1% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 24.20% | 28.93%-4.7pp | 71.31%-47.1pp | 81.00%-56.8pp |
| Employer contribution / active EE | $2,141 | $1,163+84.1% | $1,983+7.9% | $2,440-12.3% |
| Participant deferral / active EE | $5,521 | $2,394+130.6% | $3,239+70.5% | $3,607+53.1% |
| Admin fee / account holder | $1,570 | $4,569-65.6% | $6,101-74.3% | $5,124-69.4% |