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 | $109,639 | $106,515+2.9% | $96,683+13.4% | $139,434-21.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.27% | 38.43%-20.2pp | 35.69%-17.4pp | 372.94%-354.7pp |
| Employer contribution / active EE | $4,061 | $4,103-1.0% | $3,737+8.7% | $4,751-14.5% |
| Participant deferral / active EE | $12,542 | $5,454+130.0% | $4,878+157.1% | $6,710+86.9% |
| Admin fee / account holder | $5,681 | $7,877-27.9% | $6,730-15.6% | $11,403-50.2% |