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 | $134,945 | $95,803+40.9% | $113,168+19.2% | $84,808+59.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 14.83% | 25.00%-10.2pp | 24.27%-9.4pp | 40.90%-26.1pp |
| Employer contribution / active EE | $4,070 | $2,360+72.5% | $2,975+36.8% | $2,631+54.7% |
| Participant deferral / active EE | $8,349 | $4,242+96.8% | $5,107+63.5% | $4,212+98.2% |
| Admin fee / account holder | $1,277 | $8,989-85.8% | $12,068-89.4% | $7,344-82.6% |