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 | $99,373 | $71,050+39.9% | $93,606+6.2% | $80,856+22.9% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 12.59% | 11.26%+1.3pp | 133.20%-120.6pp | 35.59%-23.0pp |
| Employer contribution / active EE | $3,623 | $1,564+131.7% | $2,420+49.7% | $2,755+31.5% |
| Participant deferral / active EE | $7,473 | $4,034+85.3% | $4,411+69.4% | $4,296+74.0% |
| Admin fee / account holder | $6,010 | $6,945-13.5% | $8,285-27.5% | $6,918-13.1% |