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 | $92,744 | $57,016+62.7% | $84,966+9.2% | $80,856+14.7% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 13.89% | 21.66%-7.8pp | 66.38%-52.5pp | 35.59%-21.7pp |
| Employer contribution / active EE | $5,160 | $1,798+187.1% | $2,727+89.2% | $2,755+87.3% |
| Participant deferral / active EE | $5,434 | $3,110+74.8% | $4,519+20.2% | $4,296+26.5% |
| Admin fee / account holder | $4,201 | $4,980-15.7% | $6,149-31.7% | $6,918-39.3% |