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 | $111,161 | $109,359+1.6% | $162,163-31.5% | $72,985+52.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 20.84% | 25.46%-4.6pp | 115.59%-94.8pp | 81.00%-60.2pp |
| Employer contribution / active EE | $3,134 | $3,907-19.8% | $5,614-44.2% | $2,440+28.4% |
| Participant deferral / active EE | $6,638 | $5,481+21.1% | $7,298-9.0% | $3,607+84.0% |
| Admin fee / account holder | $883 | $7,972-88.9% | $10,843-91.9% | $5,124-82.8% |