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 9-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 | $127,614 | $58,851+116.8% | $115,157+10.8% | $72,985+74.9% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 24.48% | 23.16%+1.3pp | 35.60%-11.1pp | 81.00%-56.5pp |
| Employer contribution / active EE | $8,319 | $1,798+362.7% | $3,179+161.7% | $2,440+241.0% |
| Participant deferral / active EE | $8,018 | $2,643+203.4% | $4,168+92.3% | $3,607+122.3% |
| Admin fee / account holder | $7,078 | $6,370+11.1% | $7,088-0.1% | $5,124+38.1% |