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 | $120,116 | $109,881+9.3% | $150,045-19.9% | $84,808+41.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 21.44% | 28.25%-6.8pp | 62.55%-41.1pp | 40.90%-19.5pp |
| Employer contribution / active EE | $9,088 | $3,561+155.2% | $4,693+93.6% | $2,631+245.4% |
| Participant deferral / active EE | $13,653 | $6,636+105.7% | $7,997+70.7% | $4,212+224.2% |
| Admin fee / account holder | $7,940 | $8,568-7.3% | $13,435-40.9% | $7,344+8.1% |