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 | $106,818 | $49,915+114.0% | $154,803-31.0% | $74,304+43.8% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 18.92% | 34.06%-15.1pp | 58.88%-40.0pp | 29.43%-10.5pp |
| Employer contribution / active EE | $3,352 | $1,611+108.0% | $4,305-22.2% | $2,241+49.6% |
| Participant deferral / active EE | $4,742 | $2,255+110.3% | $5,540-14.4% | $3,767+25.9% |
| Admin fee / account holder | $5,926 | $2,189+170.7% | $14,329-58.6% | $2,969+99.6% |