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 | $107,041 | $43,075+148.5% | $74,583+43.5% | $62,891+70.2% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 5.93% | 17.50%-11.6pp | 20.47%-14.5pp | 20.14%-14.2pp |
| Employer contribution / active EE | $6,822 | $1,498+355.5% | $2,525+170.2% | $2,281+199.1% |
| Participant deferral / active EE | $7,581 | $2,389+217.3% | $3,458+119.2% | $3,203+136.7% |
| Admin fee / account holder | $2,814 | $2,840-0.9% | $4,138-32.0% | $4,296-34.5% |