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 | $91,805 | $95,803-4.2% | $113,168-18.9% | $84,808+8.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 15.21% | 25.00%-9.8pp | 24.27%-9.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $7,304 | $2,360+209.5% | $2,975+145.5% | $2,631+177.6% |
| Participant deferral / active EE | $4,870 | $4,242+14.8% | $5,107-4.6% | $4,212+15.6% |
| Admin fee / account holder | $8,983 | $8,989-0.1% | $12,068-25.6% | $7,344+22.3% |