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 | $104,314 | $86,929+20.0% | $102,423+1.8% | $80,856+29.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 14.45% | 18.88%-4.4pp | 29.32%-14.9pp | 35.59%-21.1pp |
| Employer contribution / active EE | $814 | $2,369-65.6% | $3,023-73.1% | $2,755-70.5% |
| Participant deferral / active EE | $5,882 | $4,118+42.8% | $5,053+16.4% | $4,296+36.9% |
| Admin fee / account holder | $23,298 | $8,049+189.5% | $9,451+146.5% | $6,918+236.8% |