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 | $124,502 | $109,881+13.3% | $150,045-17.0% | $84,808+46.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.29% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,211 | $3,561-9.8% | $4,693-31.6% | $2,631+22.1% |
| Participant deferral / active EE | $9,594 | $6,636+44.6% | $7,997+20.0% | $4,212+127.8% |
| Admin fee / account holder | $5,089 | $8,568-40.6% | $13,435-62.1% | $7,344-30.7% |