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 | $133,219 | $80,717+65.0% | $154,803-13.9% | $84,808+57.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 20.16% | 37.96%-17.8pp | 58.88%-38.7pp | 40.90%-20.7pp |
| Employer contribution / active EE | $8,190 | $2,761+196.6% | $4,305+90.2% | $2,631+211.3% |
| Participant deferral / active EE | $4,731 | $3,303+43.2% | $5,540-14.6% | $4,212+12.3% |
| Admin fee / account holder | $70,419 | $6,746+943.9% | $14,329+391.4% | $7,344+858.9% |