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 | $124,836 | $100,326+24.4% | $180,183-30.7% | $84,808+47.2% |
| Participation rate | 100.0% | 71.0%+29.0pp | 77.4%+22.6pp | 68.3%+31.7pp |
| Annual return | 13.82% | 17.86%-4.0pp | 27.86%-14.0pp | 40.90%-27.1pp |
| Employer contribution / active EE | $3,196 | $3,269-2.2% | $5,039-36.6% | $2,631+21.5% |
| Participant deferral / active EE | $8,022 | $5,066+58.4% | $6,822+17.6% | $4,212+90.5% |
| Admin fee / account holder | $8,557 | $9,674-11.6% | $19,975-57.2% | $7,344+16.5% |