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 | $92,109 | $68,719+34.0% | $91,541+0.6% | $84,808+8.6% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 15.06% | 19.12%-4.1pp | 20.50%-5.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,795 | $1,920+45.6% | $2,505+11.6% | $2,631+6.2% |
| Participant deferral / active EE | $5,999 | $3,136+91.3% | $4,008+49.7% | $4,212+42.4% |
| Admin fee / account holder | $17,648 | $5,786+205.0% | $6,956+153.7% | $7,344+140.3% |