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 | $128,102 | $73,933+73.3% | $96,683+32.5% | $75,163+70.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 13.65% | 26.70%-13.0pp | 35.69%-22.0pp | 160.62%-147.0pp |
| Employer contribution / active EE | $4,506 | $2,928+53.9% | $3,737+20.6% | $2,670+68.8% |
| Participant deferral / active EE | $4,778 | $3,659+30.6% | $4,878-2.0% | $4,125+15.8% |
| Admin fee / account holder | $6,406 | $5,216+22.8% | $6,730-4.8% | $5,651+13.4% |