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 | $133,137 | $81,460+63.4% | $103,333+28.8% | $80,856+64.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 14.80% | 25.55%-10.7pp | 24.88%-10.1pp | 35.59%-20.8pp |
| Employer contribution / active EE | $5,668 | $3,105+82.5% | $3,868+46.5% | $2,755+105.7% |
| Participant deferral / active EE | $7,974 | $3,869+106.1% | $5,057+57.7% | $4,296+85.6% |
| Admin fee / account holder | $27,822 | $6,566+323.7% | $8,355+233.0% | $6,918+302.2% |