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 | $108,686 | $153,772-29.3% | $133,980-18.9% | $273,961-60.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.85% | 36.51%-26.7pp | 29.30%-19.4pp | 41.45%-31.6pp |
| Employer contribution / active EE | $8,703 | $6,029+44.4% | $5,211+67.0% | $4,869+78.8% |
| Participant deferral / active EE | $9,912 | $6,958+42.4% | $6,282+57.8% | $5,287+87.5% |
| Admin fee / account holder | $2,391 | $11,765-79.7% | $9,324-74.4% | $10,132-76.4% |