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 | $118,203 | $94,625+24.9% | $116,228+1.7% | $84,808+39.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 13.60% | 20.40%-6.8pp | 90.06%-76.5pp | 40.90%-27.3pp |
| Employer contribution / active EE | $3,464 | $2,347+47.6% | $2,994+15.7% | $2,631+31.7% |
| Participant deferral / active EE | $11,010 | $3,972+177.2% | $4,953+122.3% | $4,212+161.4% |
| Admin fee / account holder | $10,518 | $10,091+4.2% | $11,989-12.3% | $7,344+43.2% |