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 | $139,220 | $109,881+26.7% | $150,045-7.2% | $84,808+64.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 21.89% | 28.25%-6.4pp | 62.55%-40.7pp | 40.90%-19.0pp |
| Employer contribution / active EE | $10,601 | $3,561+197.7% | $4,693+125.9% | $2,631+302.9% |
| Participant deferral / active EE | $8,421 | $6,636+26.9% | $7,997+5.3% | $4,212+100.0% |
| Admin fee / account holder | $8,740 | $8,568+2.0% | $13,435-34.9% | $7,344+19.0% |