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 5-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 | $113,877 | $109,881+3.6% | $150,045-24.1% | $84,808+34.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 25.31% | 28.25%-2.9pp | 62.55%-37.2pp | 40.90%-15.6pp |
| Employer contribution / active EE | $49,852 | $3,561+1299.9% | $4,693+962.2% | $2,631+1794.8% |
| Participant deferral / active EE | $15,983 | $6,636+140.9% | $7,997+99.9% | $4,212+279.5% |
| Admin fee / account holder | $30,415 | $8,568+255.0% | $13,435+126.4% | $7,344+314.2% |