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 | $112,949 | $80,968+39.5% | $96,544+17.0% | $75,163+50.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 17.53% | 27.06%-9.5pp | 25.84%-8.3pp | 160.62%-143.1pp |
| Employer contribution / active EE | $7,246 | $2,282+217.6% | $2,965+144.4% | $2,670+171.4% |
| Participant deferral / active EE | $5,950 | $3,928+51.5% | $4,851+22.7% | $4,125+44.2% |
| Admin fee / account holder | $4,198 | $6,724-37.6% | $8,252-49.1% | $5,651-25.7% |