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 | $131,965 | $80,673+63.6% | $101,326+30.2% | $84,808+55.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 18.33% | 38.95%-20.6pp | 36.82%-18.5pp | 40.90%-22.6pp |
| Employer contribution / active EE | $4,605 | $2,698+70.7% | $3,665+25.6% | $2,631+75.0% |
| Participant deferral / active EE | $10,203 | $6,840+49.2% | $7,994+27.6% | $4,212+142.3% |
| Admin fee / account holder | $11,463 | $12,784-10.3% | $11,185+2.5% | $7,344+56.1% |