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 9-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 | $114,054 | $109,881+3.8% | $150,045-24.0% | $84,808+34.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 19.44% | 28.25%-8.8pp | 62.55%-43.1pp | 40.90%-21.5pp |
| Employer contribution / active EE | $7,513 | $3,561+111.0% | $4,693+60.1% | $2,631+185.6% |
| Participant deferral / active EE | $18,923 | $6,636+185.2% | $7,997+136.6% | $4,212+349.3% |
| Admin fee / account holder | $8,788 | $8,568+2.6% | $13,435-34.6% | $7,344+19.7% |