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 | $95,054 | $78,926+20.4% | $136,749-30.5% | $84,808+12.1% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 13.12% | 18.17%-5.1pp | 24.33%-11.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $7,075 | $2,134+231.5% | $3,400+108.1% | $2,631+168.9% |
| Participant deferral / active EE | $3,500 | $3,168+10.5% | $4,692-25.4% | $4,212-16.9% |
| Admin fee / account holder | $693 | $6,369-89.1% | $11,386-93.9% | $7,344-90.6% |