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 | $115,223 | $65,365+76.3% | $92,893+24.0% | $72,985+57.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 19.48% | 42.10%-22.6pp | 109.41%-89.9pp | 81.00%-61.5pp |
| Employer contribution / active EE | $3,880 | $2,594+49.6% | $3,653+6.2% | $2,440+59.0% |
| Participant deferral / active EE | $5,485 | $3,128+75.3% | $4,236+29.5% | $3,607+52.0% |
| Admin fee / account holder | $982 | $4,251-76.9% | $5,794-83.1% | $5,124-80.8% |