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 | $107,494 | $93,571+14.9% | $135,903-20.9% | $75,163+43.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.43% | 30.90%-15.5pp | 68.23%-52.8pp | 160.62%-145.2pp |
| Employer contribution / active EE | $2,153 | $3,537-39.1% | $4,856-55.7% | $2,670-19.3% |
| Participant deferral / active EE | $6,697 | $6,404+4.6% | $7,758-13.7% | $4,125+62.3% |
| Admin fee / account holder | $2,479 | $6,975-64.5% | $10,762-77.0% | $5,651-56.1% |