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 | $116,009 | $81,460+42.4% | $103,333+12.3% | $80,856+43.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.63% | 25.55%-13.9pp | 24.88%-13.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $3,799 | $3,105+22.4% | $3,868-1.8% | $2,755+37.9% |
| Participant deferral / active EE | $4,029 | $3,869+4.2% | $5,057-20.3% | $4,296-6.2% |
| Admin fee / account holder | $86,156 | $6,566+1212.1% | $8,355+931.2% | $6,918+1145.4% |