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 | $121,380 | $91,190+33.1% | $178,490-32.0% | $79,858+52.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.23% | 24.19%-9.0pp | 151.07%-135.8pp | 31.71%-16.5pp |
| Employer contribution / active EE | $6,238 | $3,256+91.6% | $5,011+24.5% | $2,471+152.5% |
| Participant deferral / active EE | $4,033 | $3,236+24.6% | $5,202-22.5% | $3,740+7.8% |
| Admin fee / account holder | $1,569 | $6,751-76.8% | $13,984-88.8% | $5,306-70.4% |