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 | $118,032 | $72,277+63.3% | $101,248+16.6% | $79,858+47.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 13.20% | 22.30%-9.1pp | 46.47%-33.3pp | 31.71%-18.5pp |
| Employer contribution / active EE | $2,326 | $2,692-13.6% | $3,660-36.4% | $2,471-5.9% |
| Participant deferral / active EE | $6,285 | $3,282+91.5% | $4,370+43.8% | $3,740+68.0% |
| Admin fee / account holder | $3,699 | $4,400-15.9% | $5,945-37.8% | $5,306-30.3% |