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 7-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 | $127,506 | $87,013+46.5% | $106,213+20.0% | $80,856+57.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 11.10% | 17.05%-5.9pp | 116.14%-105.0pp | 35.59%-24.5pp |
| Employer contribution / active EE | $4,529 | $2,395+89.1% | $3,171+42.8% | $2,755+64.4% |
| Participant deferral / active EE | $5,502 | $3,986+38.0% | $5,016+9.7% | $4,296+28.1% |
| Admin fee / account holder | $22,383 | $8,431+165.5% | $11,033+102.9% | $6,918+223.6% |