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 | $108,489 | $54,705+98.3% | $71,209+52.4% | $84,808+27.9% |
| Participation rate | 94.3% | 64.1%+30.3pp | 73.8%+20.6pp | 68.3%+26.0pp |
| Annual return | 17.90% | 35.90%-18.0pp | 282.51%-264.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $3,728 | $2,158+72.8% | $2,721+37.0% | $2,631+41.7% |
| Participant deferral / active EE | $11,505 | $3,030+279.6% | $4,175+175.5% | $4,212+173.2% |
| Admin fee / account holder | $2,411 | $4,863-50.4% | $5,349-54.9% | $7,344-67.2% |