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 | $115,642 | $89,753+28.8% | $107,525+7.5% | $84,808+36.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 17.89% | 29.48%-11.6pp | 181.32%-163.4pp | 40.90%-23.0pp |
| Employer contribution / active EE | $5,743 | $3,113+84.4% | $3,754+53.0% | $2,631+118.3% |
| Participant deferral / active EE | $5,601 | $4,056+38.1% | $5,116+9.5% | $4,212+33.0% |
| Admin fee / account holder | $10,376 | $7,222+43.7% | $8,919+16.3% | $7,344+41.3% |