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 | $100,709 | $54,705+84.1% | $71,209+41.4% | $84,808+18.8% |
| Participation rate | 80.0% | 64.1%+15.9pp | 73.8%+6.2pp | 68.3%+11.7pp |
| Annual return | 16.83% | 35.90%-19.1pp | 282.51%-265.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $3,084 | $2,158+42.9% | $2,721+13.3% | $2,631+17.2% |
| Participant deferral / active EE | $9,565 | $3,030+215.6% | $4,175+129.1% | $4,212+127.1% |
| Admin fee / account holder | $10,202 | $4,863+109.8% | $5,349+90.7% | $7,344+38.9% |