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 | $116,789 | $109,881+6.3% | $150,045-22.2% | $84,808+37.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 21.30% | 28.25%-6.9pp | 62.55%-41.2pp | 40.90%-19.6pp |
| Employer contribution / active EE | $3,348 | $3,561-6.0% | $4,693-28.7% | $2,631+27.2% |
| Participant deferral / active EE | $6,609 | $6,636-0.4% | $7,997-17.4% | $4,212+56.9% |
| Admin fee / account holder | $21,116 | $8,568+146.4% | $13,435+57.2% | $7,344+187.5% |