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 | $121,333 | $65,365+85.6% | $92,893+30.6% | $72,985+66.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 17.04% | 42.10%-25.1pp | 109.41%-92.4pp | 81.00%-64.0pp |
| Employer contribution / active EE | $4,124 | $2,594+59.0% | $3,653+12.9% | $2,440+69.0% |
| Participant deferral / active EE | $2,839 | $3,128-9.3% | $4,236-33.0% | $3,607-21.3% |
| Admin fee / account holder | $2,067 | $4,251-51.4% | $5,794-64.3% | $5,124-59.7% |