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 | $105,257 | $109,359-3.8% | $162,163-35.1% | $72,985+44.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 17.94% | 25.46%-7.5pp | 115.59%-97.7pp | 81.00%-63.1pp |
| Employer contribution / active EE | $7,871 | $3,907+101.4% | $5,614+40.2% | $2,440+222.6% |
| Participant deferral / active EE | $8,359 | $5,481+52.5% | $7,298+14.5% | $3,607+131.7% |
| Admin fee / account holder | $29,007 | $7,972+263.9% | $10,843+167.5% | $5,124+466.1% |