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 | $82,940 | $60,022+38.2% | $88,946-6.8% | $84,808-2.2% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 19.31% | 22.43%-3.1pp | 57.82%-38.5pp | 40.90%-21.6pp |
| Employer contribution / active EE | $4,567 | $1,703+168.2% | $2,555+78.8% | $2,631+73.6% |
| Participant deferral / active EE | $3,882 | $3,114+24.7% | $4,581-15.3% | $4,212-7.8% |
| Admin fee / account holder | $2,352 | $4,811-51.1% | $8,261-71.5% | $7,344-68.0% |