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 | $102,274 | $45,035+127.1% | $62,995+62.4% | $70,131+45.8% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.92% | 18.76%-6.8pp | 87.57%-75.6pp | 73.14%-61.2pp |
| Employer contribution / active EE | $2,839 | $2,051+38.4% | $2,759+2.9% | $2,342+21.2% |
| Participant deferral / active EE | $1,938 | $2,465-21.3% | $3,329-41.8% | $3,332-41.8% |
| Admin fee / account holder | $1,618 | $2,834-42.9% | $3,600-55.1% | $4,645-65.2% |