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 | $128,842 | $109,413+17.8% | $156,263-17.5% | $84,808+51.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 17.18% | 20.18%-3.0pp | 59.47%-42.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $6,997 | $2,907+140.7% | $4,333+61.5% | $2,631+165.9% |
| Participant deferral / active EE | $7,494 | $4,590+63.3% | $6,158+21.7% | $4,212+77.9% |
| Admin fee / account holder | $13,434 | $9,357+43.6% | $14,255-5.8% | $7,344+82.9% |