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 | $136,628 | $88,707+54.0% | $74,183+84.2% | $273,961-50.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 15.72% | 11.94%+3.8pp | 17.74%-2.0pp | 41.45%-25.7pp |
| Employer contribution / active EE | $8,639 | $3,159+173.5% | $2,370+264.5% | $4,869+77.4% |
| Participant deferral / active EE | $3,941 | $4,212-6.4% | $3,550+11.0% | $5,287-25.5% |
| Admin fee / account holder | $3,341 | $8,717-61.7% | $5,586-40.2% | $10,132-67.0% |