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 | $122,988 | $65,365+88.2% | $92,893+32.4% | $72,985+68.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 19.97% | 42.10%-22.1pp | 109.41%-89.4pp | 81.00%-61.0pp |
| Employer contribution / active EE | $7,326 | $2,594+182.4% | $3,653+100.6% | $2,440+200.3% |
| Participant deferral / active EE | $8,525 | $3,128+172.5% | $4,236+101.2% | $3,607+136.3% |
| Admin fee / account holder | $733 | $4,251-82.8% | $5,794-87.4% | $5,124-85.7% |