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 | $130,433 | $171,164-23.8% | $127,761+2.1% | $152,861-14.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 21.53% | 23.54%-2.0pp | 26.14%-4.6pp | 345.32%-323.8pp |
| Employer contribution / active EE | $12,272 | $5,447+125.3% | $4,574+168.3% | $4,762+157.7% |
| Participant deferral / active EE | $17,392 | $7,038+147.1% | $6,021+188.8% | $5,850+197.3% |
| Admin fee / account holder | $16,628 | $14,530+14.4% | $9,395+77.0% | $11,596+43.4% |