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 9-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 | $110,889 | $93,571+18.5% | $135,903-18.4% | $75,163+47.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 22.36% | 30.90%-8.5pp | 68.23%-45.9pp | 160.62%-138.3pp |
| Employer contribution / active EE | $6,181 | $3,537+74.8% | $4,856+27.3% | $2,670+131.5% |
| Participant deferral / active EE | $16,712 | $6,404+161.0% | $7,758+115.4% | $4,125+305.1% |
| Admin fee / account holder | $4,002 | $6,975-42.6% | $10,762-62.8% | $5,651-29.2% |