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 | $139,681 | $67,606+106.6% | $82,313+69.7% | $70,131+99.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.05% | 21.57%-7.5pp | 25.88%-11.8pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,667 | $1,755-5.0% | $2,428-31.4% | $2,342-28.8% |
| Participant deferral / active EE | $6,440 | $2,987+115.6% | $3,706+73.8% | $3,332+93.3% |
| Admin fee / account holder | $12,670 | $4,512+180.8% | $5,608+125.9% | $4,645+172.7% |