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 | $107,018 | $109,881-2.6% | $150,045-28.7% | $84,808+26.2% |
| Participation rate | 96.0% | 76.1%+19.9pp | 82.3%+13.7pp | 68.3%+27.7pp |
| Annual return | 16.20% | 28.25%-12.0pp | 62.55%-46.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $6,240 | $3,561+75.2% | $4,693+33.0% | $2,631+137.2% |
| Participant deferral / active EE | $23,954 | $6,636+261.0% | $7,997+199.5% | $4,212+468.8% |
| Admin fee / account holder | $16,079 | $8,568+87.7% | $13,435+19.7% | $7,344+119.0% |