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 | $115,180 | $74,927+53.7% | $101,794+13.2% | $84,808+35.8% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 17.77% | 18.70%-0.9pp | 30.53%-12.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $5,720 | $1,522+275.8% | $2,289+149.9% | $2,631+117.4% |
| Participant deferral / active EE | $5,001 | $3,099+61.4% | $4,084+22.5% | $4,212+18.8% |
| Admin fee / account holder | $4,196 | $6,514-35.6% | $8,777-52.2% | $7,344-42.9% |