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 | $125,311 | $78,926+58.8% | $136,749-8.4% | $84,808+47.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 14.42% | 18.17%-3.7pp | 24.33%-9.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,995 | $2,134+40.3% | $3,400-11.9% | $2,631+13.8% |
| Participant deferral / active EE | $3,828 | $3,168+20.8% | $4,692-18.4% | $4,212-9.1% |
| Admin fee / account holder | $1,697 | $6,369-73.4% | $11,386-85.1% | $7,344-76.9% |