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 | $135,495 | $65,365+107.3% | $92,893+45.9% | $72,985+85.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 27.00% | 42.10%-15.1pp | 109.41%-82.4pp | 81.00%-54.0pp |
| Employer contribution / active EE | $3,595 | $2,594+38.6% | $3,653-1.6% | $2,440+47.4% |
| Participant deferral / active EE | $12,966 | $3,128+314.5% | $4,236+206.1% | $3,607+259.4% |
| Admin fee / account holder | $3,874 | $4,251-8.9% | $5,794-33.1% | $5,124-24.4% |