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 | $114,966 | $76,552+50.2% | $123,892-7.2% | $62,891+82.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 12.41% | 18.68%-6.3pp | 47.52%-35.1pp | 20.14%-7.7pp |
| Employer contribution / active EE | $2,832 | $2,883-1.7% | $4,617-38.7% | $2,281+24.2% |
| Participant deferral / active EE | $5,319 | $4,840+9.9% | $5,984-11.1% | $3,203+66.1% |
| Admin fee / account holder | $1,935 | $4,826-59.9% | $8,357-76.8% | $4,296-55.0% |