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 | $95,812 | $67,606+41.7% | $82,313+16.4% | $70,131+36.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 13.73% | 21.57%-7.8pp | 25.88%-12.1pp | 73.14%-59.4pp |
| Employer contribution / active EE | $1,761 | $1,755+0.3% | $2,428-27.5% | $2,342-24.8% |
| Participant deferral / active EE | $4,019 | $2,987+34.6% | $3,706+8.4% | $3,332+20.6% |
| Admin fee / account holder | $12,661 | $4,512+180.6% | $5,608+125.8% | $4,645+172.5% |