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 | $119,632 | $74,927+59.7% | $101,794+17.5% | $84,808+41.1% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 13.79% | 18.70%-4.9pp | 30.53%-16.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,076 | $1,522-29.3% | $2,289-53.0% | $2,631-59.1% |
| Participant deferral / active EE | $2,935 | $3,099-5.3% | $4,084-28.1% | $4,212-30.3% |
| Admin fee / account holder | $9,186 | $6,514+41.0% | $8,777+4.7% | $7,344+25.1% |