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 | $118,135 | $107,452+9.9% | $91,541+29.1% | $142,382-17.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.12% | 22.06%-2.9pp | 20.50%-1.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $7,020 | $2,994+134.5% | $2,505+180.3% | $4,299+63.3% |
| Participant deferral / active EE | $5,961 | $4,754+25.4% | $4,008+48.7% | $6,507-8.4% |
| Admin fee / account holder | $3,388 | $8,834-61.6% | $6,956-51.3% | $12,624-73.2% |