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 | $139,717 | $89,753+55.7% | $107,525+29.9% | $84,808+64.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.79% | 29.48%-13.7pp | 181.32%-165.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,157 | $3,113+1.4% | $3,754-15.9% | $2,631+20.0% |
| Participant deferral / active EE | $9,397 | $4,056+131.7% | $5,116+83.7% | $4,212+123.1% |
| Admin fee / account holder | $3,234 | $7,222-55.2% | $8,919-63.7% | $7,344-56.0% |