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 | $124,075 | $67,606+83.5% | $82,313+50.7% | $70,131+76.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.25% | 21.57%-5.3pp | 25.88%-9.6pp | 73.14%-56.9pp |
| Employer contribution / active EE | $2,656 | $1,755+51.4% | $2,428+9.4% | $2,342+13.4% |
| Participant deferral / active EE | $6,565 | $2,987+119.8% | $3,706+77.1% | $3,332+97.1% |
| Admin fee / account holder | $1,946 | $4,512-56.9% | $5,608-65.3% | $4,645-58.1% |