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 | $125,003 | $74,927+66.8% | $101,794+22.8% | $84,808+47.4% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 15.41% | 18.70%-3.3pp | 30.53%-15.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $4,282 | $1,522+181.4% | $2,289+87.1% | $2,631+62.8% |
| Participant deferral / active EE | $8,878 | $3,099+186.5% | $4,084+117.4% | $4,212+110.8% |
| Admin fee / account holder | $3,170 | $6,514-51.3% | $8,777-63.9% | $7,344-56.8% |