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 | $121,358 | $92,985+30.5% | $153,485-20.9% | $80,856+50.1% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 18.27% | 19.95%-1.7pp | 15.65%+2.6pp | 35.59%-17.3pp |
| Employer contribution / active EE | $11,289 | $3,507+221.9% | $5,039+124.1% | $2,755+309.8% |
| Participant deferral / active EE | $13,845 | $5,178+167.4% | $6,757+104.9% | $4,296+222.3% |
| Admin fee / account holder | $2,089 | $8,880-76.5% | $12,724-83.6% | $6,918-69.8% |