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 | $103,086 | $54,726+88.4% | $68,793+49.8% | $64,186+60.6% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 8.12% | -1.62%+9.7pp | -4.63%+12.7pp | 7.63%+0.5pp |
| Employer contribution / active EE | $5,395 | $1,846+192.2% | $2,625+105.5% | $2,381+126.6% |
| Participant deferral / active EE | $4,877 | $2,626+85.7% | $3,311+47.3% | $3,470+40.6% |
| Admin fee / account holder | $2,945 | $4,027-26.9% | $5,131-42.6% | $4,888-39.8% |