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 | $108,113 | $84,233+28.4% | $170,442-36.6% | $70,131+54.2% |
| Participation rate | 97.1% | 70.8%+26.2pp | 83.6%+13.5pp | 69.5%+27.5pp |
| Annual return | 17.59% | 23.06%-5.5pp | 205.93%-188.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $6,604 | $3,387+95.0% | $5,433+21.6% | $2,342+181.9% |
| Participant deferral / active EE | $6,918 | $3,086+124.2% | $4,939+40.1% | $3,332+107.6% |
| Admin fee / account holder | $2,075 | $5,698-63.6% | $13,880-85.0% | $4,645-55.3% |