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 | $123,455 | $109,413+12.8% | $156,263-21.0% | $84,808+45.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 13.67% | 20.18%-6.5pp | 59.47%-45.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $6,415 | $2,907+120.7% | $4,333+48.0% | $2,631+143.8% |
| Participant deferral / active EE | $5,665 | $4,590+23.4% | $6,158-8.0% | $4,212+34.5% |
| Admin fee / account holder | $23,965 | $9,357+156.1% | $14,255+68.1% | $7,344+226.3% |