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 8-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 | $108,059 | $63,355+70.6% | $91,989+17.5% | $72,985+48.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 21.93% | 35.35%-13.4pp | 69.02%-47.1pp | 81.00%-59.1pp |
| Employer contribution / active EE | $5,744 | $2,116+171.5% | $3,452+66.4% | $2,440+135.4% |
| Participant deferral / active EE | $9,248 | $4,883+89.4% | $5,923+56.1% | $3,607+156.4% |
| Admin fee / account holder | $10,189 | $4,668+118.3% | $7,743+31.6% | $5,124+98.8% |