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 | $117,404 | $95,803+22.5% | $113,168+3.7% | $84,808+38.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 18.16% | 25.00%-6.8pp | 24.27%-6.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $3,458 | $2,360+46.5% | $2,975+16.2% | $2,631+31.4% |
| Participant deferral / active EE | $6,860 | $4,242+61.7% | $5,107+34.3% | $4,212+62.9% |
| Admin fee / account holder | $4,889 | $8,989-45.6% | $12,068-59.5% | $7,344-33.4% |