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 | $137,976 | $64,839+112.8% | $95,585+44.3% | $84,808+62.7% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 14.33% | -670.96%+685.3pp | 38.56%-24.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,764 | $1,759+57.1% | $2,527+9.4% | $2,631+5.0% |
| Participant deferral / active EE | $5,038 | $2,965+69.9% | $4,023+25.2% | $4,212+19.6% |
| Admin fee / account holder | $1,208 | $5,964-79.7% | $6,127-80.3% | $7,344-83.5% |