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 | $118,479 | $95,862+23.6% | $79,550+48.9% | $134,475-11.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 8.28% | -2.69%+11.0pp | 0.16%+8.1pp | 417.96%-409.7pp |
| Employer contribution / active EE | $13,888 | $3,128+344.0% | $2,413+475.5% | $4,740+193.0% |
| Participant deferral / active EE | $5,015 | $4,693+6.9% | $3,985+25.8% | $6,400-21.6% |
| Admin fee / account holder | $18,667 | $9,126+104.5% | $6,832+173.2% | $11,426+63.4% |