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 | $114,300 | $62,672+82.4% | $185,117-38.3% | $70,131+63.0% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 15.32% | 40.79%-25.5pp | 40.50%-25.2pp | 73.14%-57.8pp |
| Employer contribution / active EE | $2,474 | $1,753+41.1% | $4,182-40.8% | $2,342+5.6% |
| Participant deferral / active EE | $5,223 | $3,272+59.7% | $5,045+3.5% | $3,332+56.8% |
| Admin fee / account holder | $2,426 | $3,932-38.3% | $8,159-70.3% | $4,645-47.8% |