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 | $123,342 | $94,625+30.3% | $116,228+6.1% | $84,808+45.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 18.32% | 20.40%-2.1pp | 90.06%-71.7pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,671 | $2,347+13.8% | $2,994-10.8% | $2,631+1.5% |
| Participant deferral / active EE | $3,805 | $3,972-4.2% | $4,953-23.2% | $4,212-9.7% |
| Admin fee / account holder | $14,853 | $10,091+47.2% | $11,989+23.9% | $7,344+102.3% |