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 | $125,126 | $90,503+38.3% | $78,689+59.0% | $273,961-54.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.80% | 75.60%-70.8pp | 62.18%-57.4pp | 41.45%-36.7pp |
| Employer contribution / active EE | $14,902 | $3,176+369.3% | $2,851+422.8% | $4,869+206.1% |
| Participant deferral / active EE | $4,712 | $3,901+20.8% | $3,517+34.0% | $5,287-10.9% |
| Admin fee / account holder | $7,785 | $5,263+47.9% | $4,510+72.6% | $10,132-23.2% |