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 | $99,004 | $75,963+30.3% | $97,995+1.0% | $70,131+41.2% |
| Participation rate | 100.0% | 77.0%+23.0pp | 82.4%+17.6pp | 69.5%+30.5pp |
| Annual return | 21.19% | 19.26%+1.9pp | 23.94%-2.7pp | 73.14%-52.0pp |
| Employer contribution / active EE | $3,536 | $3,278+7.9% | $4,158-15.0% | $2,342+51.0% |
| Participant deferral / active EE | $2,430 | $4,053-40.1% | $5,097-52.3% | $3,332-27.1% |
| Admin fee / account holder | $9,936 | $5,407+83.8% | $5,943+67.2% | $4,645+113.9% |