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 | $97,496 | $109,881-11.3% | $150,045-35.0% | $84,808+15.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 21.06% | 28.25%-7.2pp | 62.55%-41.5pp | 40.90%-19.8pp |
| Employer contribution / active EE | $5,147 | $3,561+44.5% | $4,693+9.7% | $2,631+95.6% |
| Participant deferral / active EE | $4,679 | $6,636-29.5% | $7,997-41.5% | $4,212+11.1% |
| Admin fee / account holder | $6,845 | $8,568-20.1% | $13,435-49.1% | $7,344-6.8% |