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 | $89,818 | $125,758-28.6% | $169,993-47.2% | $75,163+19.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 14.33% | 27.20%-12.9pp | 53.37%-39.0pp | 160.62%-146.3pp |
| Employer contribution / active EE | $6,095 | $4,615+32.1% | $6,785-10.2% | $2,670+128.3% |
| Participant deferral / active EE | $11,046 | $6,837+61.6% | $10,408+6.1% | $4,125+167.8% |
| Admin fee / account holder | $18,044 | $8,173+120.8% | $12,815+40.8% | $5,651+219.3% |