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 | $105,091 | $87,841+19.6% | $133,980-21.6% | $62,891+67.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 12.02% | 12.05%0pp | 29.30%-17.3pp | 20.14%-8.1pp |
| Employer contribution / active EE | $3,531 | $3,483+1.4% | $5,211-32.3% | $2,281+54.8% |
| Participant deferral / active EE | $7,849 | $4,812+63.1% | $6,282+24.9% | $3,203+145.0% |
| Admin fee / account holder | $2,505 | $5,371-53.4% | $9,324-73.1% | $4,296-41.7% |