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 | $142,780 | $109,413+30.5% | $156,263-8.6% | $84,808+68.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 15.63% | 20.18%-4.5pp | 59.47%-43.8pp | 40.90%-25.3pp |
| Employer contribution / active EE | $7,586 | $2,907+160.9% | $4,333+75.1% | $2,631+188.3% |
| Participant deferral / active EE | $3,347 | $4,590-27.1% | $6,158-45.7% | $4,212-20.5% |
| Admin fee / account holder | $1,121 | $9,357-88.0% | $14,255-92.1% | $7,344-84.7% |