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 | $122,313 | $72,012+69.9% | $185,823-34.2% | $79,858+53.2% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 18.82% | 23.12%-4.3pp | 35.95%-17.1pp | 31.71%-12.9pp |
| Employer contribution / active EE | $2,254 | $1,965+14.7% | $4,087-44.9% | $2,471-8.8% |
| Participant deferral / active EE | $5,597 | $3,779+48.1% | $5,632-0.6% | $3,740+49.6% |
| Admin fee / account holder | $10,398 | $4,513+130.4% | $9,500+9.5% | $5,306+96.0% |