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 | $91,746 | $57,354+60.0% | $83,848+9.4% | $64,186+42.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 12.53% | 11.38%+1.2pp | 850.88%-838.3pp | 7.63%+4.9pp |
| Employer contribution / active EE | $4,983 | $2,545+95.8% | $3,631+37.2% | $2,381+109.3% |
| Participant deferral / active EE | $4,022 | $2,993+34.4% | $4,082-1.5% | $3,470+15.9% |
| Admin fee / account holder | $706 | $4,046-82.6% | $5,478-87.1% | $4,888-85.6% |