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 5-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 | $131,936 | $95,803+37.7% | $113,168+16.6% | $84,808+55.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 14.19% | 25.00%-10.8pp | 24.27%-10.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,203 | $2,360-6.7% | $2,975-26.0% | $2,631-16.3% |
| Participant deferral / active EE | $5,022 | $4,242+18.4% | $5,107-1.7% | $4,212+19.3% |
| Admin fee / account holder | $22,311 | $8,989+148.2% | $12,068+84.9% | $7,344+203.8% |