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 | $117,146 | $49,227+138.0% | $70,449+66.3% | $79,858+46.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 9.45% | 30.06%-20.6pp | 109.03%-99.6pp | 31.71%-22.3pp |
| Employer contribution / active EE | $5,386 | $2,099+156.6% | $2,737+96.8% | $2,471+118.0% |
| Participant deferral / active EE | $3,764 | $2,768+36.0% | $3,709+1.5% | $3,740+0.6% |
| Admin fee / account holder | $3,914 | $2,878+36.0% | $3,845+1.8% | $5,306-26.2% |