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 | $121,647 | $62,586+94.4% | $76,768+58.5% | $64,186+89.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 10.15% | -1.95%+12.1pp | 2.43%+7.7pp | 7.63%+2.5pp |
| Employer contribution / active EE | $14,728 | $1,832+703.9% | $2,485+492.6% | $2,381+518.6% |
| Participant deferral / active EE | $4,687 | $3,145+49.1% | $3,852+21.7% | $3,470+35.1% |
| Admin fee / account holder | $1,530 | $4,667-67.2% | $6,675-77.1% | $4,888-68.7% |