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 | $120,985 | $76,552+58.0% | $123,892-2.3% | $62,891+92.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.01% | 18.68%-11.7pp | 47.52%-40.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $3,476 | $2,883+20.6% | $4,617-24.7% | $2,281+52.4% |
| Participant deferral / active EE | $6,703 | $4,840+38.5% | $5,984+12.0% | $3,203+109.3% |
| Admin fee / account holder | $6,213 | $4,826+28.8% | $8,357-25.7% | $4,296+44.6% |