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 | $92,460 | $49,227+87.8% | $70,449+31.2% | $79,858+15.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 16.96% | 30.06%-13.1pp | 109.03%-92.1pp | 31.71%-14.8pp |
| Employer contribution / active EE | $6,920 | $2,099+229.7% | $2,737+152.9% | $2,471+180.1% |
| Participant deferral / active EE | $6,164 | $2,768+122.7% | $3,709+66.2% | $3,740+64.8% |
| Admin fee / account holder | $1,770 | $2,878-38.5% | $3,845-54.0% | $5,306-66.6% |