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 | $114,011 | $89,355+27.6% | $141,162-19.2% | $72,985+56.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 26.53% | 111.85%-85.3pp | 71.39%-44.9pp | 81.00%-54.5pp |
| Employer contribution / active EE | $2,849 | $3,114-8.5% | $4,735-39.8% | $2,440+16.8% |
| Participant deferral / active EE | $6,505 | $5,418+20.1% | $6,709-3.0% | $3,607+80.3% |
| Admin fee / account holder | $7,695 | $5,958+29.2% | $10,261-25.0% | $5,124+50.2% |