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 | $137,784 | $109,413+25.9% | $156,263-11.8% | $84,808+62.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 18.64% | 20.18%-1.5pp | 59.47%-40.8pp | 40.90%-22.3pp |
| Employer contribution / active EE | $4,009 | $2,907+37.9% | $4,333-7.5% | $2,631+52.4% |
| Participant deferral / active EE | $7,650 | $4,590+66.7% | $6,158+24.2% | $4,212+81.6% |
| Admin fee / account holder | $7,889 | $9,357-15.7% | $14,255-44.7% | $7,344+7.4% |