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 | $120,449 | $109,413+10.1% | $156,263-22.9% | $84,808+42.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 12.97% | 20.18%-7.2pp | 59.47%-46.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $5,068 | $2,907+74.3% | $4,333+17.0% | $2,631+92.6% |
| Participant deferral / active EE | $4,675 | $4,590+1.8% | $6,158-24.1% | $4,212+11.0% |
| Admin fee / account holder | $1,819 | $9,357-80.6% | $14,255-87.2% | $7,344-75.2% |