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 | $96,802 | $87,870+10.2% | $113,168-14.5% | $74,304+30.3% |
| Participation rate | 100.0% | 70.7%+29.3pp | 76.6%+23.4pp | 60.3%+39.7pp |
| Annual return | 18.08% | 26.44%-8.4pp | 24.27%-6.2pp | 29.43%-11.4pp |
| Employer contribution / active EE | $8,089 | $2,277+255.2% | $2,975+171.9% | $2,241+260.9% |
| Participant deferral / active EE | $6,421 | $4,241+51.4% | $5,107+25.7% | $3,767+70.5% |
| Admin fee / account holder | $8,434 | $3,368+150.4% | $12,068-30.1% | $2,969+184.1% |