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 | $113,920 | $73,933+54.1% | $96,683+17.8% | $75,163+51.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 16.19% | 26.70%-10.5pp | 35.69%-19.5pp | 160.62%-144.4pp |
| Employer contribution / active EE | $6,057 | $2,928+106.9% | $3,737+62.1% | $2,670+126.9% |
| Participant deferral / active EE | $5,121 | $3,659+40.0% | $4,878+5.0% | $4,125+24.1% |
| Admin fee / account holder | $6,336 | $5,216+21.5% | $6,730-5.8% | $5,651+12.1% |