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 | $119,439 | $80,717+48.0% | $154,803-22.8% | $84,808+40.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.33% | 37.96%-23.6pp | 58.88%-44.5pp | 40.90%-26.6pp |
| Employer contribution / active EE | $5,927 | $2,761+114.6% | $4,305+37.7% | $2,631+125.3% |
| Participant deferral / active EE | $5,446 | $3,303+64.9% | $5,540-1.7% | $4,212+29.3% |
| Admin fee / account holder | $9,889 | $6,746+46.6% | $14,329-31.0% | $7,344+34.7% |