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 | $116,412 | $109,413+6.4% | $156,263-25.5% | $84,808+37.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 15.31% | 20.18%-4.9pp | 59.47%-44.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,625 | $2,907+24.7% | $4,333-16.3% | $2,631+37.8% |
| Participant deferral / active EE | $9,746 | $4,590+112.4% | $6,158+58.3% | $4,212+131.4% |
| Admin fee / account holder | $13,514 | $9,357+44.4% | $14,255-5.2% | $7,344+84.0% |