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 | $136,963 | $93,170+47.0% | $100,534+36.2% | $84,808+61.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 15.81% | 47.13%-31.3pp | 32.66%-16.9pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,731 | $3,985-6.4% | $4,346-14.2% | $2,631+41.8% |
| Participant deferral / active EE | $10,450 | $5,699+83.4% | $6,144+70.1% | $4,212+148.1% |
| Admin fee / account holder | $1,942 | $7,382-73.7% | $7,654-74.6% | $7,344-73.6% |