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 | $133,082 | $109,881+21.1% | $150,045-11.3% | $84,808+56.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.22% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,526 | $3,561-1.0% | $4,693-24.9% | $2,631+34.0% |
| Participant deferral / active EE | $6,759 | $6,636+1.9% | $7,997-15.5% | $4,212+60.5% |
| Admin fee / account holder | $15,890 | $8,568+85.5% | $13,435+18.3% | $7,344+116.4% |