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 | $123,790 | $95,266+29.9% | $82,389+50.3% | $142,382-13.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 11.94% | 25.74%-13.8pp | 28.67%-16.7pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,432 | $2,991-52.1% | $2,517-43.1% | $4,299-66.7% |
| Participant deferral / active EE | $3,490 | $4,809-27.4% | $4,155-16.0% | $6,507-46.4% |
| Admin fee / account holder | $11,910 | $8,563+39.1% | $7,231+64.7% | $12,624-5.7% |