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 | $106,659 | $81,460+30.9% | $103,333+3.2% | $80,856+31.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 22.00% | 25.55%-3.6pp | 24.88%-2.9pp | 35.59%-13.6pp |
| Employer contribution / active EE | $9,289 | $3,105+199.1% | $3,868+140.2% | $2,755+237.2% |
| Participant deferral / active EE | $6,487 | $3,869+67.7% | $5,057+28.3% | $4,296+51.0% |
| Admin fee / account holder | $12,663 | $6,566+92.9% | $8,355+51.6% | $6,918+83.1% |