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 | $76,822 | $60,892+26.2% | $82,389-6.8% | $84,808-9.4% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 15.16% | 37.29%-22.1pp | 28.67%-13.5pp | 40.90%-25.7pp |
| Employer contribution / active EE | $5,687 | $1,779+219.6% | $2,517+125.9% | $2,631+116.2% |
| Participant deferral / active EE | $5,820 | $3,179+83.1% | $4,155+40.1% | $4,212+38.2% |
| Admin fee / account holder | $6,822 | $5,467+24.8% | $7,231-5.7% | $7,344-7.1% |