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 | $127,295 | $81,947+55.3% | $105,387+20.8% | $72,985+74.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.85% | 42.90%-23.0pp | 26.82%-7.0pp | 81.00%-61.1pp |
| Employer contribution / active EE | $7,153 | $3,468+106.3% | $4,213+69.8% | $2,440+193.2% |
| Participant deferral / active EE | $5,653 | $4,494+25.8% | $5,502+2.7% | $3,607+56.7% |
| Admin fee / account holder | $10,304 | $6,258+64.7% | $6,559+57.1% | $5,124+101.1% |