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 7-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 | $119,102 | $54,762+117.5% | $90,281+31.9% | $72,985+63.2% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 22.30% | 30.63%-8.3pp | 78.10%-55.8pp | 81.00%-58.7pp |
| Employer contribution / active EE | $8,497 | $2,092+306.1% | $2,854+197.7% | $2,440+248.2% |
| Participant deferral / active EE | $10,262 | $2,887+255.5% | $3,885+164.1% | $3,607+184.5% |
| Admin fee / account holder | $5,552 | $3,972+39.8% | $5,351+3.7% | $5,124+8.3% |