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 | $82,834 | $57,016+45.3% | $84,966-2.5% | $80,856+2.4% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 15.67% | 21.66%-6.0pp | 66.38%-50.7pp | 35.59%-19.9pp |
| Employer contribution / active EE | $3,848 | $1,798+114.0% | $2,727+41.1% | $2,755+39.7% |
| Participant deferral / active EE | $10,410 | $3,110+234.8% | $4,519+130.3% | $4,296+142.3% |
| Admin fee / account holder | $5,327 | $4,980+7.0% | $6,149-13.4% | $6,918-23.0% |