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 | $136,058 | $123,793+9.9% | $177,821-23.5% | $79,858+70.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 24.66% | 22.82%+1.8pp | 48.32%-23.7pp | 31.71%-7.1pp |
| Employer contribution / active EE | $3,861 | $4,095-5.7% | $5,918-34.8% | $2,471+56.3% |
| Participant deferral / active EE | $4,231 | $5,956-29.0% | $7,714-45.2% | $3,740+13.1% |
| Admin fee / account holder | $2,012 | $7,243-72.2% | $12,427-83.8% | $5,306-62.1% |