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 5-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 | $106,519 | $95,803+11.2% | $113,168-5.9% | $84,808+25.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 13.98% | 25.00%-11.0pp | 24.27%-10.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $6,955 | $2,360+194.7% | $2,975+133.8% | $2,631+164.4% |
| Participant deferral / active EE | $8,433 | $4,242+98.8% | $5,107+65.1% | $4,212+100.2% |
| Admin fee / account holder | $5,082 | $8,989-43.5% | $12,068-57.9% | $7,344-30.8% |