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 | $116,381 | $109,881+5.9% | $150,045-22.4% | $84,808+37.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.31% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,669 | $3,561+3.0% | $4,693-21.8% | $2,631+39.4% |
| Participant deferral / active EE | $11,583 | $6,636+74.6% | $7,997+44.8% | $4,212+175.0% |
| Admin fee / account holder | $15,289 | $8,568+78.4% | $13,435+13.8% | $7,344+108.2% |