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 | $137,698 | $87,013+58.3% | $106,213+29.6% | $80,856+70.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 14.96% | 17.05%-2.1pp | 116.14%-101.2pp | 35.59%-20.6pp |
| Employer contribution / active EE | $3,278 | $2,395+36.9% | $3,171+3.4% | $2,755+19.0% |
| Participant deferral / active EE | $7,207 | $3,986+80.8% | $5,016+43.7% | $4,296+67.8% |
| Admin fee / account holder | $8,778 | $8,431+4.1% | $11,033-20.4% | $6,918+26.9% |