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 | $142,206 | $81,460+74.6% | $103,333+37.6% | $80,856+75.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 16.36% | 25.55%-9.2pp | 24.88%-8.5pp | 35.59%-19.2pp |
| Employer contribution / active EE | $2,802 | $3,105-9.8% | $3,868-27.6% | $2,755+1.7% |
| Participant deferral / active EE | $4,969 | $3,869+28.5% | $5,057-1.7% | $4,296+15.7% |
| Admin fee / account holder | $3,269 | $6,566-50.2% | $8,355-60.9% | $6,918-52.8% |