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 | $106,708 | $95,803+11.4% | $113,168-5.7% | $84,808+25.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 33.10% | 25.00%+8.1pp | 24.27%+8.8pp | 40.90%-7.8pp |
| Employer contribution / active EE | $12,559 | $2,360+432.2% | $2,975+322.1% | $2,631+377.4% |
| Participant deferral / active EE | $10,759 | $4,242+153.6% | $5,107+110.7% | $4,212+155.5% |
| Admin fee / account holder | $18,367 | $8,989+104.3% | $12,068+52.2% | $7,344+150.1% |