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 | $125,912 | $103,966+21.1% | $112,887+11.5% | $75,163+67.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 15.36% | 24.54%-9.2pp | 34.10%-18.7pp | 160.62%-145.3pp |
| Employer contribution / active EE | $4,695 | $3,870+21.3% | $4,563+2.9% | $2,670+75.9% |
| Participant deferral / active EE | $4,216 | $5,456-22.7% | $6,513-35.3% | $4,125+2.2% |
| Admin fee / account holder | $5,578 | $7,663-27.2% | $7,047-20.8% | $5,651-1.3% |