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 | $89,078 | $78,422+13.6% | $95,952-7.2% | $79,858+11.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 15.97% | 19.37%-3.4pp | 91.61%-75.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,689 | $1,945-13.2% | $2,541-33.5% | $2,471-31.6% |
| Participant deferral / active EE | $5,141 | $3,440+49.4% | $4,167+23.4% | $3,740+37.4% |
| Admin fee / account holder | $6,925 | $5,622+23.2% | $6,795+1.9% | $5,306+30.5% |