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 | $119,300 | $95,803+24.5% | $113,168+5.4% | $84,808+40.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 18.58% | 25.00%-6.4pp | 24.27%-5.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $8,107 | $2,360+243.5% | $2,975+172.5% | $2,631+208.1% |
| Participant deferral / active EE | $6,545 | $4,242+54.3% | $5,107+28.2% | $4,212+55.4% |
| Admin fee / account holder | $3,269 | $8,989-63.6% | $12,068-72.9% | $7,344-55.5% |