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 | $112,494 | $89,753+25.3% | $107,525+4.6% | $84,808+32.6% |
| Participation rate | 80.0% | 68.1%+11.9pp | 75.1%+4.9pp | 68.3%+11.7pp |
| Annual return | 18.36% | 29.48%-11.1pp | 181.32%-163.0pp | 40.90%-22.5pp |
| Employer contribution / active EE | $4,544 | $3,113+45.9% | $3,754+21.1% | $2,631+72.7% |
| Participant deferral / active EE | $7,153 | $4,056+76.4% | $5,116+39.8% | $4,212+69.8% |
| Admin fee / account holder | $12,623 | $7,222+74.8% | $8,919+41.5% | $7,344+71.9% |