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 | $107,391 | $89,753+19.7% | $107,525-0.1% | $84,808+26.6% |
| Participation rate | 98.8% | 68.1%+30.7pp | 75.1%+23.7pp | 68.3%+30.5pp |
| Annual return | 16.26% | 29.48%-13.2pp | 181.32%-165.1pp | 40.90%-24.6pp |
| Employer contribution / active EE | $6,551 | $3,113+110.4% | $3,754+74.5% | $2,631+149.0% |
| Participant deferral / active EE | $2,611 | $4,056-35.6% | $5,116-49.0% | $4,212-38.0% |
| Admin fee / account holder | $8,381 | $7,222+16.1% | $8,919-6.0% | $7,344+14.1% |