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 | $120,256 | $78,422+53.3% | $95,952+25.3% | $79,858+50.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 17.93% | 19.37%-1.4pp | 91.61%-73.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $3,771 | $1,945+93.8% | $2,541+48.4% | $2,471+52.6% |
| Participant deferral / active EE | $6,057 | $3,440+76.1% | $4,167+45.4% | $3,740+61.9% |
| Admin fee / account holder | $1,429 | $5,622-74.6% | $6,795-79.0% | $5,306-73.1% |