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 | $109,647 | $95,862+14.4% | $79,550+37.8% | $134,475-18.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 5.06% | -2.69%+7.8pp | 0.16%+4.9pp | 417.96%-412.9pp |
| Employer contribution / active EE | $4,091 | $3,128+30.8% | $2,413+69.5% | $4,740-13.7% |
| Participant deferral / active EE | $5,763 | $4,693+22.8% | $3,985+44.6% | $6,400-10.0% |
| Admin fee / account holder | $41,534 | $9,126+355.1% | $6,832+507.9% | $11,426+263.5% |