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 | $121,316 | $80,717+50.3% | $154,803-21.6% | $84,808+43.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.84% | 37.96%-23.1pp | 58.88%-44.0pp | 40.90%-26.1pp |
| Employer contribution / active EE | $6,235 | $2,761+125.8% | $4,305+44.8% | $2,631+137.0% |
| Participant deferral / active EE | $4,662 | $3,303+41.2% | $5,540-15.8% | $4,212+10.7% |
| Admin fee / account holder | $2,596 | $6,746-61.5% | $14,329-81.9% | $7,344-64.6% |