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 | $132,748 | $80,968+64.0% | $96,544+37.5% | $75,163+76.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 18.58% | 27.06%-8.5pp | 25.84%-7.3pp | 160.62%-142.0pp |
| Employer contribution / active EE | $3,116 | $2,282+36.5% | $2,965+5.1% | $2,670+16.7% |
| Participant deferral / active EE | $5,972 | $3,928+52.0% | $4,851+23.1% | $4,125+44.8% |
| Admin fee / account holder | $1,967 | $6,724-70.7% | $8,252-76.2% | $5,651-65.2% |