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 | $114,902 | $83,477+37.6% | $125,175-8.2% | $72,985+57.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 18.74% | 25.78%-7.0pp | 43.79%-25.0pp | 81.00%-62.3pp |
| Employer contribution / active EE | $2,780 | $2,345+18.5% | $3,865-28.1% | $2,440+13.9% |
| Participant deferral / active EE | $8,339 | $3,585+132.6% | $4,937+68.9% | $3,607+131.2% |
| Admin fee / account holder | $24,208 | $5,517+338.8% | $9,702+149.5% | $5,124+372.4% |