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 | $77,424 | $65,365+18.4% | $92,893-16.7% | $72,985+6.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 19.65% | 42.10%-22.5pp | 109.41%-89.8pp | 81.00%-61.4pp |
| Employer contribution / active EE | $3,474 | $2,594+33.9% | $3,653-4.9% | $2,440+42.4% |
| Participant deferral / active EE | $3,215 | $3,128+2.8% | $4,236-24.1% | $3,607-10.9% |
| Admin fee / account holder | $334 | $4,251-92.1% | $5,794-94.2% | $5,124-93.5% |