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 | $123,316 | $109,359+12.8% | $162,163-24.0% | $72,985+69.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 22.57% | 25.46%-2.9pp | 115.59%-93.0pp | 81.00%-58.4pp |
| Employer contribution / active EE | $8,283 | $3,907+112.0% | $5,614+47.5% | $2,440+239.5% |
| Participant deferral / active EE | $9,299 | $5,481+69.6% | $7,298+27.4% | $3,607+157.8% |
| Admin fee / account holder | $8,728 | $7,972+9.5% | $10,843-19.5% | $5,124+70.3% |