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 | $114,907 | $80,717+42.4% | $154,803-25.8% | $84,808+35.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.21% | 37.96%-20.7pp | 58.88%-41.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $6,312 | $2,761+128.6% | $4,305+46.6% | $2,631+139.9% |
| Participant deferral / active EE | $5,573 | $3,303+68.7% | $5,540+0.6% | $4,212+32.3% |
| Admin fee / account holder | $471 | $6,746-93.0% | $14,329-96.7% | $7,344-93.6% |