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 | $121,972 | $73,867+65.1% | $143,757-15.2% | $68,494+78.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 26.72% | 1.01%+25.7pp | -0.04%+26.8pp | -7.84%+34.6pp |
| Employer contribution / active EE | $5,244 | $3,184+64.7% | $4,951+5.9% | $2,596+102.0% |
| Participant deferral / active EE | $6,206 | $3,384+83.4% | $5,637+10.1% | $4,027+54.1% |
| Admin fee / account holder | $3,638 | $5,755-36.8% | $14,673-75.2% | $5,403-32.7% |