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 | $123,672 | $83,477+48.2% | $125,175-1.2% | $72,985+69.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 17.91% | 25.78%-7.9pp | 43.79%-25.9pp | 81.00%-63.1pp |
| Employer contribution / active EE | $2,571 | $2,345+9.6% | $3,865-33.5% | $2,440+5.4% |
| Participant deferral / active EE | $4,608 | $3,585+28.5% | $4,937-6.7% | $3,607+27.7% |
| Admin fee / account holder | $1,118 | $5,517-79.7% | $9,702-88.5% | $5,124-78.2% |