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 | $121,240 | $104,251+16.3% | $91,001+33.2% | $147,584-17.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 18.57% | 27.06%-8.5pp | 4.60%+14.0pp | 578.55%-560.0pp |
| Employer contribution / active EE | $1,592 | $3,116-48.9% | $2,456-35.2% | $4,876-67.4% |
| Participant deferral / active EE | $8,293 | $4,195+97.7% | $3,547+133.8% | $5,439+52.5% |
| Admin fee / account holder | $1,391 | $8,948-84.5% | $5,417-74.3% | $10,885-87.2% |