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 | $118,273 | $83,477+41.7% | $125,175-5.5% | $72,985+62.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 27.42% | 25.78%+1.6pp | 43.79%-16.4pp | 81.00%-53.6pp |
| Employer contribution / active EE | $1,639 | $2,345-30.1% | $3,865-57.6% | $2,440-32.8% |
| Participant deferral / active EE | $2,696 | $3,585-24.8% | $4,937-45.4% | $3,607-25.3% |
| Admin fee / account holder | $3,040 | $5,517-44.9% | $9,702-68.7% | $5,124-40.7% |