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 | $129,560 | $95,266+36.0% | $82,389+57.3% | $142,382-9.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 17.47% | 25.74%-8.3pp | 28.67%-11.2pp | 217.08%-199.6pp |
| Employer contribution / active EE | $4,855 | $2,991+62.3% | $2,517+92.9% | $4,299+12.9% |
| Participant deferral / active EE | $7,311 | $4,809+52.0% | $4,155+76.0% | $6,507+12.4% |
| Admin fee / account holder | $3,776 | $8,563-55.9% | $7,231-47.8% | $12,624-70.1% |