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 | $90,311 | $64,480+40.1% | $81,382+11.0% | $80,856+11.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 14.59% | 16.34%-1.8pp | 24.73%-10.1pp | 35.59%-21.0pp |
| Employer contribution / active EE | $470 | $1,978-76.2% | $2,463-80.9% | $2,755-82.9% |
| Participant deferral / active EE | $1,720 | $3,094-44.4% | $3,883-55.7% | $4,296-60.0% |
| Admin fee / account holder | $19,503 | $5,671+243.9% | $5,768+238.1% | $6,918+181.9% |