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 | $104,139 | $78,672+32.4% | $109,143-4.6% | $85,850+21.3% |
| Participation rate | 91.1% | 68.3%+22.8pp | 75.9%+15.2pp | 69.3%+21.8pp |
| Annual return | 13.64% | 25.09%-11.4pp | 25.75%-12.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $9,317 | $2,735+240.7% | $3,722+150.3% | $2,565+263.2% |
| Participant deferral / active EE | $1,725 | $3,467-50.3% | $4,653-62.9% | $3,952-56.4% |
| Admin fee / account holder | $9,036 | $5,469+65.2% | $6,752+33.8% | $6,260+44.4% |