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 | $106,744 | $93,571+14.1% | $135,903-21.5% | $75,163+42.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.30% | 30.90%-14.6pp | 68.23%-51.9pp | 160.62%-144.3pp |
| Employer contribution / active EE | $3,033 | $3,537-14.2% | $4,856-37.5% | $2,670+13.6% |
| Participant deferral / active EE | $7,315 | $6,404+14.2% | $7,758-5.7% | $4,125+77.3% |
| Admin fee / account holder | $4,990 | $6,975-28.5% | $10,762-53.6% | $5,651-11.7% |