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 | $126,605 | $53,777+135.4% | $134,143-5.6% | $79,858+58.5% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 15.44% | 19.01%-3.6pp | 36.33%-20.9pp | 31.71%-16.3pp |
| Employer contribution / active EE | $384 | $1,321-70.9% | $3,704-89.6% | $2,471-84.5% |
| Participant deferral / active EE | $4,449 | $2,420+83.9% | $3,499+27.2% | $3,740+19.0% |
| Admin fee / account holder | $3,637 | $3,984-8.7% | $6,684-45.6% | $5,306-31.5% |