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 | $115,534 | $95,803+20.6% | $113,168+2.1% | $84,808+36.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 18.57% | 25.00%-6.4pp | 24.27%-5.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $2,353 | $2,360-0.3% | $2,975-20.9% | $2,631-10.5% |
| Participant deferral / active EE | $8,745 | $4,242+106.1% | $5,107+71.2% | $4,212+107.6% |
| Admin fee / account holder | $5,017 | $8,989-44.2% | $12,068-58.4% | $7,344-31.7% |