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 | $116,069 | $39,122+196.7% | $57,179+103.0% | $62,891+84.6% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.55% | 9.23%-2.7pp | 14.59%-8.0pp | 20.14%-13.6pp |
| Employer contribution / active EE | $4,014 | $1,874+114.2% | $2,682+49.7% | $2,281+76.0% |
| Participant deferral / active EE | $4,938 | $2,374+108.0% | $3,096+59.5% | $3,203+54.2% |
| Admin fee / account holder | $3,960 | $2,592+52.8% | $3,139+26.2% | $4,296-7.8% |