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 | $124,624 | $110,257+13.0% | $96,544+29.1% | $139,434-10.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 21.28% | 26.32%-5.0pp | 25.84%-4.6pp | 372.94%-351.7pp |
| Employer contribution / active EE | $4,217 | $3,620+16.5% | $2,965+42.2% | $4,751-11.2% |
| Participant deferral / active EE | $11,826 | $5,548+113.2% | $4,851+143.8% | $6,710+76.2% |
| Admin fee / account holder | $831 | $11,591-92.8% | $8,252-89.9% | $11,403-92.7% |