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 3-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 | $127,478 | $86,929+46.6% | $102,423+24.5% | $80,856+57.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 12.84% | 18.88%-6.0pp | 29.32%-16.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,546 | $2,369+7.5% | $3,023-15.8% | $2,755-7.6% |
| Participant deferral / active EE | $7,618 | $4,118+85.0% | $5,053+50.8% | $4,296+77.3% |
| Admin fee / account holder | $3,093 | $8,049-61.6% | $9,451-67.3% | $6,918-55.3% |