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 | $124,100 | $80,968+53.3% | $96,544+28.5% | $75,163+65.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 13.94% | 27.06%-13.1pp | 25.84%-11.9pp | 160.62%-146.7pp |
| Employer contribution / active EE | $2,656 | $2,282+16.4% | $2,965-10.4% | $2,670-0.5% |
| Participant deferral / active EE | $4,502 | $3,928+14.6% | $4,851-7.2% | $4,125+9.1% |
| Admin fee / account holder | $3,061 | $6,724-54.5% | $8,252-62.9% | $5,651-45.8% |