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 | $89,304 | $58,828+51.8% | $77,999+14.5% | $62,891+42.0% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 12.33% | 17.16%-4.8pp | 425.96%-413.6pp | 20.14%-7.8pp |
| Employer contribution / active EE | $3,073 | $1,672+83.8% | $2,470+24.4% | $2,281+34.7% |
| Participant deferral / active EE | $5,219 | $2,686+94.3% | $3,497+49.2% | $3,203+62.9% |
| Admin fee / account holder | $2,713 | $4,393-38.2% | $5,480-50.5% | $4,296-36.8% |