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 | $93,861 | $89,753+4.6% | $107,525-12.7% | $84,808+10.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 14.03% | 29.48%-15.4pp | 181.32%-167.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $5,372 | $3,113+72.5% | $3,754+43.1% | $2,631+104.2% |
| Participant deferral / active EE | $3,429 | $4,056-15.5% | $5,116-33.0% | $4,212-18.6% |
| Admin fee / account holder | $12,285 | $7,222+70.1% | $8,919+37.7% | $7,344+67.3% |