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 | $111,470 | $95,266+17.0% | $82,389+35.3% | $142,382-21.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 21.36% | 25.74%-4.4pp | 28.67%-7.3pp | 217.08%-195.7pp |
| Employer contribution / active EE | $5,971 | $2,991+99.6% | $2,517+137.2% | $4,299+38.9% |
| Participant deferral / active EE | $4,984 | $4,809+3.6% | $4,155+20.0% | $6,507-23.4% |
| Admin fee / account holder | $1,880 | $8,563-78.0% | $7,231-74.0% | $12,624-85.1% |