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 | $125,342 | $79,944+56.8% | $98,439+27.3% | $75,163+66.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 13.78% | 19.75%-6.0pp | 21.16%-7.4pp | 160.62%-146.8pp |
| Employer contribution / active EE | $3,017 | $2,264+33.3% | $3,048-1.0% | $2,670+13.0% |
| Participant deferral / active EE | $4,376 | $3,752+16.6% | $4,738-7.6% | $4,125+6.1% |
| Admin fee / account holder | $4,342 | $6,840-36.5% | $8,948-51.5% | $5,651-23.2% |