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 | $118,349 | $80,717+46.6% | $154,803-23.5% | $84,808+39.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 20.31% | 37.96%-17.6pp | 58.88%-38.6pp | 40.90%-20.6pp |
| Employer contribution / active EE | $5,402 | $2,761+95.6% | $4,305+25.5% | $2,631+105.3% |
| Participant deferral / active EE | $6,487 | $3,303+96.4% | $5,540+17.1% | $4,212+54.0% |
| Admin fee / account holder | $1,648 | $6,746-75.6% | $14,329-88.5% | $7,344-77.6% |