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 | $117,725 | $109,413+7.6% | $156,263-24.7% | $84,808+38.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 21.83% | 20.18%+1.7pp | 59.47%-37.6pp | 40.90%-19.1pp |
| Employer contribution / active EE | $6,222 | $2,907+114.0% | $4,333+43.6% | $2,631+136.5% |
| Participant deferral / active EE | $6,062 | $4,590+32.1% | $6,158-1.6% | $4,212+43.9% |
| Admin fee / account holder | $2,137 | $9,357-77.2% | $14,255-85.0% | $7,344-70.9% |