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 | $121,492 | $153,772-21.0% | $133,980-9.3% | $273,961-55.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.56% | 36.51%-28.0pp | 29.30%-20.7pp | 41.45%-32.9pp |
| Employer contribution / active EE | $13,596 | $6,029+125.5% | $5,211+160.9% | $4,869+179.3% |
| Participant deferral / active EE | $10,535 | $6,958+51.4% | $6,282+67.7% | $5,287+99.3% |
| Admin fee / account holder | $8,949 | $11,765-23.9% | $9,324-4.0% | $10,132-11.7% |