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 | $121,210 | $81,460+48.8% | $103,333+17.3% | $80,856+49.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 16.45% | 25.55%-9.1pp | 24.88%-8.4pp | 35.59%-19.1pp |
| Employer contribution / active EE | $4,085 | $3,105+31.6% | $3,868+5.6% | $2,755+48.3% |
| Participant deferral / active EE | $9,575 | $3,869+147.5% | $5,057+89.3% | $4,296+122.9% |
| Admin fee / account holder | $25,898 | $6,566+294.4% | $8,355+210.0% | $6,918+274.4% |