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 8-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 | $110,649 | $109,881+0.7% | $150,045-26.3% | $84,808+30.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.13% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $3,558 | $3,561-0.1% | $4,693-24.2% | $2,631+35.2% |
| Participant deferral / active EE | $10,516 | $6,636+58.5% | $7,997+31.5% | $4,212+149.7% |
| Admin fee / account holder | $2,097 | $8,568-75.5% | $13,435-84.4% | $7,344-71.4% |