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 | $97,985 | $100,923-2.9% | $150,045-34.7% | $74,304+31.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 17.65% | 51.77%-34.1pp | 62.55%-44.9pp | 29.43%-11.8pp |
| Employer contribution / active EE | $5,895 | $3,463+70.2% | $4,693+25.6% | $2,241+163.0% |
| Participant deferral / active EE | $7,615 | $6,709+13.5% | $7,997-4.8% | $3,767+102.1% |
| Admin fee / account holder | $3,809 | $2,767+37.7% | $13,435-71.6% | $2,969+28.3% |