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 | $92,249 | $74,927+23.1% | $101,794-9.4% | $84,808+8.8% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 12.65% | 18.70%-6.0pp | 30.53%-17.9pp | 40.90%-28.2pp |
| Employer contribution / active EE | $866 | $1,522-43.1% | $2,289-62.2% | $2,631-67.1% |
| Participant deferral / active EE | $6,163 | $3,099+98.9% | $4,084+50.9% | $4,212+46.3% |
| Admin fee / account holder | $27,439 | $6,514+321.2% | $8,777+212.6% | $7,344+273.6% |