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 | $134,275 | $74,927+79.2% | $101,794+31.9% | $84,808+58.3% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 18.62% | 18.70%-0.1pp | 30.53%-11.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $10,193 | $1,522+569.8% | $2,289+345.3% | $2,631+287.4% |
| Participant deferral / active EE | $8,191 | $3,099+164.3% | $4,084+100.6% | $4,212+94.5% |
| Admin fee / account holder | $833 | $6,514-87.2% | $8,777-90.5% | $7,344-88.7% |