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 | $90,943 | $43,327+109.9% | $59,878+51.9% | $64,186+41.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 6.38% | -1.55%+7.9pp | 3.46%+2.9pp | 7.63%-1.3pp |
| Employer contribution / active EE | $10,105 | $2,028+398.2% | $2,722+271.3% | $2,381+324.4% |
| Participant deferral / active EE | $3,410 | $2,546+33.9% | $3,402+0.2% | $3,470-1.7% |
| Admin fee / account holder | $5,576 | $3,005+85.6% | $3,590+55.3% | $4,888+14.1% |