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 | $98,626 | $71,050+38.8% | $93,606+5.4% | $80,856+22.0% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 11.66% | 11.26%+0.4pp | 133.20%-121.5pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,138 | $1,564+36.7% | $2,420-11.7% | $2,755-22.4% |
| Participant deferral / active EE | $4,188 | $4,034+3.8% | $4,411-5.1% | $4,296-2.5% |
| Admin fee / account holder | $49,541 | $6,945+613.4% | $8,285+498.0% | $6,918+616.1% |