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 7-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 | $106,187 | $100,773+5.4% | $88,946+19.4% | $142,382-25.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.21% | 70.18%-52.0pp | 57.82%-39.6pp | 217.08%-198.9pp |
| Employer contribution / active EE | $15,758 | $2,918+440.1% | $2,555+516.8% | $4,299+266.5% |
| Participant deferral / active EE | $5,461 | $5,230+4.4% | $4,581+19.2% | $6,507-16.1% |
| Admin fee / account holder | $17,773 | $9,693+83.4% | $8,261+115.1% | $12,624+40.8% |