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 | $136,261 | $76,552+78.0% | $123,892+10.0% | $62,891+116.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.31% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,271 | $2,883-55.9% | $4,617-72.5% | $2,281-44.3% |
| Participant deferral / active EE | $8,281 | $4,840+71.1% | $5,984+38.4% | $3,203+158.5% |
| Admin fee / account holder | $2,860 | $4,826-40.7% | $8,357-65.8% | $4,296-33.4% |