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 | $98,366 | $71,050+38.4% | $93,606+5.1% | $80,856+21.7% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 16.72% | 11.26%+5.5pp | 133.20%-116.5pp | 35.59%-18.9pp |
| Employer contribution / active EE | $3,737 | $1,564+139.0% | $2,420+54.4% | $2,755+35.6% |
| Participant deferral / active EE | $5,085 | $4,034+26.1% | $4,411+15.3% | $4,296+18.4% |
| Admin fee / account holder | $879 | $6,945-87.3% | $8,285-89.4% | $6,918-87.3% |