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 | $132,036 | $59,839+120.7% | $81,983+61.1% | $79,858+65.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 13.65% | 17.56%-3.9pp | 41.31%-27.7pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,659 | $1,713-3.2% | $2,498-33.6% | $2,471-32.8% |
| Participant deferral / active EE | $2,686 | $2,695-0.3% | $3,722-27.8% | $3,740-28.2% |
| Admin fee / account holder | $2,051 | $4,287-52.2% | $5,664-63.8% | $5,306-61.3% |