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 | $142,030 | $109,881+29.3% | $150,045-5.3% | $84,808+67.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.80% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,817 | $3,561-20.9% | $4,693-40.0% | $2,631+7.1% |
| Participant deferral / active EE | $7,720 | $6,636+16.3% | $7,997-3.5% | $4,212+83.3% |
| Admin fee / account holder | $15,307 | $8,568+78.6% | $13,435+13.9% | $7,344+108.4% |