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 | $89,951 | $59,101+52.2% | $77,163+16.6% | $75,163+19.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 17.59% | 26.71%-9.1pp | 37.87%-20.3pp | 160.62%-143.0pp |
| Employer contribution / active EE | $7,526 | $1,995+277.2% | $2,535+196.9% | $2,670+181.9% |
| Participant deferral / active EE | $6,364 | $2,999+112.2% | $3,833+66.0% | $4,125+54.3% |
| Admin fee / account holder | $1,154 | $4,774-75.8% | $5,472-78.9% | $5,651-79.6% |