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 5-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 | $101,577 | $40,949+148.1% | $90,906+11.7% | $40,949+148.1% |
| Participation rate | 75.0% | 68.5%+6.5pp | 66.0%+9.0pp | 68.5%+6.5pp |
| Annual return | 11.11% | 8.88%+2.2pp | 15.40%-4.3pp | 8.88%+2.2pp |
| Employer contribution / active EE | $2,825 | $3,421-17.4% | $1,200+135.5% | $3,421-17.4% |
| Participant deferral / active EE | $5,635 | $4,053+39.0% | $3,250+73.4% | $4,053+39.0% |
| Admin fee / account holder | $34,919 | $6,886+407.1% | $16,174+115.9% | $6,886+407.1% |