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 | $106,208 | $137,414-22.7% | $189,513-44.0% | $85,850+23.7% |
| Participation rate | 97.1% | 84.6%+12.4pp | 87.8%+9.3pp | 69.3%+27.7pp |
| Annual return | 15.48% | 38.14%-22.7pp | 555.15%-539.7pp | 318.53%-303.1pp |
| Employer contribution / active EE | $12,132 | $4,344+179.3% | $6,162+96.9% | $2,565+373.0% |
| Participant deferral / active EE | $13,075 | $6,260+108.9% | $8,221+59.0% | $3,952+230.9% |
| Admin fee / account holder | $13,156 | $8,630+52.5% | $12,045+9.2% | $6,260+110.2% |