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 | $128,212 | $109,881+16.7% | $150,045-14.6% | $84,808+51.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 19.09% | 28.25%-9.2pp | 62.55%-43.5pp | 40.90%-21.8pp |
| Employer contribution / active EE | $4,698 | $3,561+31.9% | $4,693+0.1% | $2,631+78.5% |
| Participant deferral / active EE | $10,055 | $6,636+51.5% | $7,997+25.7% | $4,212+138.7% |
| Admin fee / account holder | $506 | $8,568-94.1% | $13,435-96.2% | $7,344-93.1% |