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 | $111,439 | $88,707+25.6% | $74,183+50.2% | $273,961-59.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.12% | 11.94%-6.8pp | 17.74%-12.6pp | 41.45%-36.3pp |
| Employer contribution / active EE | $11,065 | $3,159+250.2% | $2,370+366.9% | $4,869+127.3% |
| Participant deferral / active EE | $12,086 | $4,212+187.0% | $3,550+240.5% | $5,287+128.6% |
| Admin fee / account holder | $324 | $8,717-96.3% | $5,586-94.2% | $10,132-96.8% |