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 | $115,621 | $109,413+5.7% | $156,263-26.0% | $84,808+36.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 13.76% | 20.18%-6.4pp | 59.47%-45.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $3,020 | $2,907+3.9% | $4,333-30.3% | $2,631+14.8% |
| Participant deferral / active EE | $3,087 | $4,590-32.7% | $6,158-49.9% | $4,212-26.7% |
| Admin fee / account holder | $1,394 | $9,357-85.1% | $14,255-90.2% | $7,344-81.0% |