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 | $118,054 | $148,978-20.8% | $200,582-41.1% | $84,808+39.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 15.27% | 28.16%-12.9pp | 42.33%-27.1pp | 40.90%-25.6pp |
| Employer contribution / active EE | $6,635 | $4,815+37.8% | $6,419+3.4% | $2,631+152.2% |
| Participant deferral / active EE | $5,785 | $7,142-19.0% | $9,331-38.0% | $4,212+37.4% |
| Admin fee / account holder | $14,532 | $13,977+4.0% | $16,305-10.9% | $7,344+97.9% |