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 | $92,660 | $54,705+69.4% | $71,209+30.1% | $84,808+9.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 14.85% | 35.90%-21.0pp | 282.51%-267.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $3,258 | $2,158+51.0% | $2,721+19.7% | $2,631+23.8% |
| Participant deferral / active EE | $4,314 | $3,030+42.4% | $4,175+3.3% | $4,212+2.4% |
| Admin fee / account holder | $1,236 | $4,863-74.6% | $5,349-76.9% | $7,344-83.2% |