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 | $110,663 | $109,881+0.7% | $150,045-26.2% | $84,808+30.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.33% | 28.25%-11.9pp | 62.55%-46.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $7,867 | $3,561+120.9% | $4,693+67.6% | $2,631+199.0% |
| Participant deferral / active EE | $6,795 | $6,636+2.4% | $7,997-15.0% | $4,212+61.3% |
| Admin fee / account holder | $2,329 | $8,568-72.8% | $13,435-82.7% | $7,344-68.3% |