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 | $115,702 | $109,881+5.3% | $150,045-22.9% | $84,808+36.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 20.47% | 28.25%-7.8pp | 62.55%-42.1pp | 40.90%-20.4pp |
| Employer contribution / active EE | $2,266 | $3,561-36.4% | $4,693-51.7% | $2,631-13.9% |
| Participant deferral / active EE | $7,554 | $6,636+13.8% | $7,997-5.5% | $4,212+79.4% |
| Admin fee / account holder | $5,012 | $8,568-41.5% | $13,435-62.7% | $7,344-31.8% |