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 | $132,596 | $64,480+105.6% | $81,382+62.9% | $80,856+64.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 11.25% | 16.34%-5.1pp | 24.73%-13.5pp | 35.59%-24.3pp |
| Employer contribution / active EE | $7,345 | $1,978+271.2% | $2,463+198.2% | $2,755+166.6% |
| Participant deferral / active EE | $4,143 | $3,094+33.9% | $3,883+6.7% | $4,296-3.5% |
| Admin fee / account holder | $1,375 | $5,671-75.7% | $5,768-76.2% | $6,918-80.1% |