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 | $114,144 | $80,717+41.4% | $154,803-26.3% | $84,808+34.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.36% | 37.96%-24.6pp | 58.88%-45.5pp | 40.90%-27.5pp |
| Employer contribution / active EE | $4,752 | $2,761+72.1% | $4,305+10.4% | $2,631+80.6% |
| Participant deferral / active EE | $5,474 | $3,303+65.7% | $5,540-1.2% | $4,212+30.0% |
| Admin fee / account holder | $2,271 | $6,746-66.3% | $14,329-84.2% | $7,344-69.1% |