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 | $134,156 | $109,413+22.6% | $156,263-14.1% | $84,808+58.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 13.17% | 20.18%-7.0pp | 59.47%-46.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $5,719 | $2,907+96.8% | $4,333+32.0% | $2,631+117.4% |
| Participant deferral / active EE | $4,289 | $4,590-6.5% | $6,158-30.3% | $4,212+1.8% |
| Admin fee / account holder | $15,587 | $9,357+66.6% | $14,255+9.3% | $7,344+112.2% |