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 | $95,953 | $58,523+64.0% | $99,443-3.5% | $72,985+31.5% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 20.16% | 28.51%-8.4pp | 30.72%-10.6pp | 81.00%-60.8pp |
| Employer contribution / active EE | $1,911 | $1,512+26.4% | $2,540-24.8% | $2,440-21.7% |
| Participant deferral / active EE | $5,350 | $2,606+105.3% | $3,619+47.8% | $3,607+48.3% |
| Admin fee / account holder | $2,360 | $4,102-42.5% | $6,250-62.2% | $5,124-53.9% |