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 | $128,690 | $83,477+54.2% | $125,175+2.8% | $72,985+76.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 19.61% | 25.78%-6.2pp | 43.79%-24.2pp | 81.00%-61.4pp |
| Employer contribution / active EE | $5,661 | $2,345+141.4% | $3,865+46.4% | $2,440+132.0% |
| Participant deferral / active EE | $4,662 | $3,585+30.0% | $4,937-5.6% | $3,607+29.2% |
| Admin fee / account holder | $6,838 | $5,517+23.9% | $9,702-29.5% | $5,124+33.4% |