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 | $135,679 | $110,257+23.1% | $96,544+40.5% | $139,434-2.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.21% | 26.32%-11.1pp | 25.84%-10.6pp | 372.94%-357.7pp |
| Employer contribution / active EE | $3,348 | $3,620-7.5% | $2,965+12.9% | $4,751-29.5% |
| Participant deferral / active EE | $10,550 | $5,548+90.2% | $4,851+117.5% | $6,710+57.2% |
| Admin fee / account holder | $17,905 | $11,591+54.5% | $8,252+117.0% | $11,403+57.0% |