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 | $118,786 | $102,605+15.8% | $145,661-18.5% | $84,808+40.1% |
| Participation rate | 91.3% | 74.3%+17.0pp | 77.2%+14.1pp | 68.3%+23.0pp |
| Annual return | 14.59% | 26.50%-11.9pp | 101.46%-86.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $4,099 | $3,325+23.3% | $4,238-3.3% | $2,631+55.8% |
| Participant deferral / active EE | $0 | $5,750-100.0% | $7,198-100.0% | $4,212-100.0% |
| Admin fee / account holder | $6,157 | $8,758-29.7% | $12,466-50.6% | $7,344-16.2% |