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 | $104,998 | $63,355+65.7% | $91,989+14.1% | $72,985+43.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 25.03% | 35.35%-10.3pp | 69.02%-44.0pp | 81.00%-56.0pp |
| Employer contribution / active EE | $2,672 | $2,116+26.3% | $3,452-22.6% | $2,440+9.5% |
| Participant deferral / active EE | $4,655 | $4,883-4.7% | $5,923-21.4% | $3,607+29.0% |
| Admin fee / account holder | $430 | $4,668-90.8% | $7,743-94.5% | $5,124-91.6% |