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 | $106,684 | $54,705+95.0% | $71,209+49.8% | $84,808+25.8% |
| Participation rate | 84.2% | 64.1%+20.1pp | 73.8%+10.5pp | 68.3%+15.9pp |
| Annual return | 15.00% | 35.90%-20.9pp | 282.51%-267.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $4,378 | $2,158+102.9% | $2,721+60.9% | $2,631+66.4% |
| Participant deferral / active EE | $6,095 | $3,030+101.1% | $4,175+46.0% | $4,212+44.7% |
| Admin fee / account holder | $15,952 | $4,863+228.0% | $5,349+198.2% | $7,344+117.2% |