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 | $115,633 | $69,207+67.1% | $64,056+80.5% | $139,434-17.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.81% | 45.88%-33.1pp | 33.69%-20.9pp | 372.94%-360.1pp |
| Employer contribution / active EE | $2,412 | $3,182-24.2% | $2,747-12.2% | $4,751-49.2% |
| Participant deferral / active EE | $4,107 | $4,682-12.3% | $3,880+5.9% | $6,710-38.8% |
| Admin fee / account holder | $1,949 | $4,244-54.1% | $3,068-36.5% | $11,403-82.9% |