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 | $109,300 | $89,753+21.8% | $107,525+1.7% | $84,808+28.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.53% | 29.48%-13.9pp | 181.32%-165.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $7,735 | $3,113+148.5% | $3,754+106.1% | $2,631+194.0% |
| Participant deferral / active EE | $7,261 | $4,056+79.0% | $5,116+41.9% | $4,212+72.4% |
| Admin fee / account holder | $14,924 | $7,222+106.6% | $8,919+67.3% | $7,344+103.2% |