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 | $109,924 | $80,968+35.8% | $96,544+13.9% | $75,163+46.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 17.45% | 27.06%-9.6pp | 25.84%-8.4pp | 160.62%-143.2pp |
| Employer contribution / active EE | $3,562 | $2,282+56.1% | $2,965+20.1% | $2,670+33.4% |
| Participant deferral / active EE | $5,880 | $3,928+49.7% | $4,851+21.2% | $4,125+42.5% |
| Admin fee / account holder | $22,862 | $6,724+240.0% | $8,252+177.0% | $5,651+304.6% |