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 6-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 | $116,218 | $109,881+5.8% | $150,045-22.5% | $84,808+37.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 19.12% | 28.25%-9.1pp | 62.55%-43.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $5,183 | $3,561+45.5% | $4,693+10.4% | $2,631+97.0% |
| Participant deferral / active EE | $9,452 | $6,636+42.4% | $7,997+18.2% | $4,212+124.4% |
| Admin fee / account holder | $2,630 | $8,568-69.3% | $13,435-80.4% | $7,344-64.2% |