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 | $117,616 | $73,933+59.1% | $96,683+21.7% | $75,163+56.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 19.73% | 26.70%-7.0pp | 35.69%-16.0pp | 160.62%-140.9pp |
| Employer contribution / active EE | $4,082 | $2,928+39.4% | $3,737+9.3% | $2,670+52.9% |
| Participant deferral / active EE | $10,331 | $3,659+182.4% | $4,878+111.8% | $4,125+150.5% |
| Admin fee / account holder | $2,540 | $5,216-51.3% | $6,730-62.3% | $5,651-55.1% |