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 | $105,407 | $153,772-31.5% | $133,980-21.3% | $273,961-61.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.86% | 36.51%-31.7pp | 29.30%-24.4pp | 41.45%-36.6pp |
| Employer contribution / active EE | $8,803 | $6,029+46.0% | $5,211+68.9% | $4,869+80.8% |
| Participant deferral / active EE | $18,755 | $6,958+169.5% | $6,282+198.6% | $5,287+254.7% |
| Admin fee / account holder | $8,646 | $11,765-26.5% | $9,324-7.3% | $10,132-14.7% |