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 | $125,735 | $61,605+104.1% | $112,229+12.0% | $75,163+67.3% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 15.77% | 28.47%-12.7pp | 30.20%-14.4pp | 160.62%-144.8pp |
| Employer contribution / active EE | $4,577 | $2,015+127.1% | $3,430+33.4% | $2,670+71.5% |
| Participant deferral / active EE | $5,939 | $3,108+91.1% | $4,798+23.8% | $4,125+44.0% |
| Admin fee / account holder | $14,507 | $4,862+198.4% | $7,748+87.2% | $5,651+156.7% |