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 | $108,656 | $109,881-1.1% | $150,045-27.6% | $84,808+28.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 19.23% | 28.25%-9.0pp | 62.55%-43.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $2,336 | $3,561-34.4% | $4,693-50.2% | $2,631-11.2% |
| Participant deferral / active EE | $8,786 | $6,636+32.4% | $7,997+9.9% | $4,212+108.6% |
| Admin fee / account holder | $2,719 | $8,568-68.3% | $13,435-79.8% | $7,344-63.0% |