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 | $103,868 | $91,190+13.9% | $178,490-41.8% | $79,858+30.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.64% | 24.19%-12.5pp | 151.07%-139.4pp | 31.71%-20.1pp |
| Employer contribution / active EE | $4,018 | $3,256+23.4% | $5,011-19.8% | $2,471+62.6% |
| Participant deferral / active EE | $4,944 | $3,236+52.8% | $5,202-5.0% | $3,740+32.2% |
| Admin fee / account holder | $7,047 | $6,751+4.4% | $13,984-49.6% | $5,306+32.8% |