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 | $118,380 | $64,480+83.6% | $81,382+45.5% | $80,856+46.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 11.01% | 16.34%-5.3pp | 24.73%-13.7pp | 35.59%-24.6pp |
| Employer contribution / active EE | $6,910 | $1,978+249.3% | $2,463+180.6% | $2,755+150.8% |
| Participant deferral / active EE | $6,407 | $3,094+107.1% | $3,883+65.0% | $4,296+49.1% |
| Admin fee / account holder | $2,937 | $5,671-48.2% | $5,768-49.1% | $6,918-57.5% |