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 | $132,332 | $95,266+38.9% | $82,389+60.6% | $142,382-7.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 12.88% | 25.74%-12.9pp | 28.67%-15.8pp | 217.08%-204.2pp |
| Employer contribution / active EE | $4,640 | $2,991+55.1% | $2,517+84.3% | $4,299+7.9% |
| Participant deferral / active EE | $8,117 | $4,809+68.8% | $4,155+95.4% | $6,507+24.7% |
| Admin fee / account holder | $16,555 | $8,563+93.3% | $7,231+129.0% | $12,624+31.1% |