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 | $124,414 | $73,933+68.3% | $96,683+28.7% | $75,163+65.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 23.38% | 26.70%-3.3pp | 35.69%-12.3pp | 160.62%-137.2pp |
| Employer contribution / active EE | $3,026 | $2,928+3.3% | $3,737-19.0% | $2,670+13.3% |
| Participant deferral / active EE | $4,422 | $3,659+20.9% | $4,878-9.3% | $4,125+7.2% |
| Admin fee / account holder | $17,787 | $5,216+241.0% | $6,730+164.3% | $5,651+214.8% |