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 | $113,666 | $78,672+44.5% | $109,143+4.1% | $85,850+32.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 24.23% | 25.09%-0.9pp | 25.75%-1.5pp | 318.53%-294.3pp |
| Employer contribution / active EE | $3,024 | $2,735+10.6% | $3,722-18.7% | $2,565+17.9% |
| Participant deferral / active EE | $7,843 | $3,467+126.2% | $4,653+68.5% | $3,952+98.5% |
| Admin fee / account holder | $14,673 | $5,469+168.3% | $6,752+117.3% | $6,260+134.4% |