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 | $106,811 | $59,101+80.7% | $77,163+38.4% | $75,163+42.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 18.21% | 26.71%-8.5pp | 37.87%-19.7pp | 160.62%-142.4pp |
| Employer contribution / active EE | $5,824 | $1,995+191.9% | $2,535+129.8% | $2,670+118.2% |
| Participant deferral / active EE | $6,515 | $2,999+117.2% | $3,833+70.0% | $4,125+57.9% |
| Admin fee / account holder | $7,278 | $4,774+52.5% | $5,472+33.0% | $5,651+28.8% |