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 | $134,279 | $58,512+129.5% | $84,015+59.8% | $72,985+84.0% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 19.32% | 28.93%-9.6pp | 71.31%-52.0pp | 81.00%-61.7pp |
| Employer contribution / active EE | $4,011 | $1,163+244.9% | $1,983+102.2% | $2,440+64.4% |
| Participant deferral / active EE | $5,162 | $2,394+115.6% | $3,239+59.4% | $3,607+43.1% |
| Admin fee / account holder | $8,817 | $4,569+93.0% | $6,101+44.5% | $5,124+72.1% |