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 | $132,528 | $109,413+21.1% | $156,263-15.2% | $84,808+56.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 12.84% | 20.18%-7.3pp | 59.47%-46.6pp | 40.90%-28.1pp |
| Employer contribution / active EE | $5,788 | $2,907+99.1% | $4,333+33.6% | $2,631+120.0% |
| Participant deferral / active EE | $12,231 | $4,590+166.5% | $6,158+98.6% | $4,212+190.4% |
| Admin fee / account holder | $14,586 | $9,357+55.9% | $14,255+2.3% | $7,344+98.6% |